CRM Basics – Pipelines & Opportunities | Odoo CRM – CBMS Odoo ERP

CRM Basics – Pipelines & Opportunities | Odoo CRM – CBMS Odoo ERP

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0 minutes, 23 seconds Read

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at

00:00 – 00:55 – Introduction
00:56 – 02:49 – Pipelines
02:50 – 04:27 – Create Opportunities
04:28 – 06:53 – Scheduled Activities
06:54 – 07:47 – Moving Opportunities
07:48 – 09:14 – Opportunity Form
09:15 – 09:33 – Conclusion

In this video, learn how Odoo integrates seamlessly with your Outlook and Gmail inboxes. 

Other lessons related to this video: 

– Leads: 

– Lead Enrichment: 

Lead Generation

#CRM #Basics #Pipelines #Opportunities #Odoo #CRM

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11 Comments

  1. avatar
    @ericbrown9864 says:

    Why when I click on the settings do I not see automations? When I signed up for Odoo I needed automations e.g. when I moved an opportunity to a different stage, send the customer an email. I had to go into developer settings to do it, gave up and moved to projects where this was easier but doesn't fit my biz model. Anyway, where's the automations in the settings ?

  2. avatar
    @missp.3891 says:

    Owoo, your voice is so deep that in the first 4min I was waiting for you to say "Joking" and till now I am kind off waiting still hahahaha, congratulation for the video and for the voice as well

  3. avatar
    @adnanparvez8264 says:

    can you please help me out i have no idea about odoo i jnow django python, but nothing about odoo.Coming week i am stat=rting my odoo internship. i don't know whicj course in what manner on youtube should i take. please help me out there are no many tutorials on this channel related to odoo can you give me a guide .

  4. avatar
    @EsmeraldaGuevara-ml6js says:

    Highly suggest updating the UI with UX optimization – none of this is intuitive and that's normally the success of any tech – no matter how good it is, if it's not easy to use, adoption is low. When I've logges into Pipedrive, Hubspot, and even Monday it's easy to understand. Heck, even Salesforce is intuitive. Odoo is not.

  5. avatar
    @rovin9230 says:

    00:06 CRM is a process of tracking interactions with leads and customers.
    01:19 Customizable stages and options in Odoo CRM opportunities.
    02:24 Create new stages and opportunities in Odoo CRM
    03:34 Creating and managing a new opportunity in CRM
    04:43 Scheduling activities and customizing activity types
    05:58 Logging activities and scheduling them in Odoo CRM
    07:04 CRM Pipelines & Opportunities
    08:18 Opportunities can be moved between stages in Odoo CRM
    Crafted by Merlin AI.

  6. avatar
    @jhamilbueno-abdala2503 says:

    Can you recommend what version, app should I begin using. I do not want to reinvent the wheel. I sell services and have a team of 10 people, based in several countries. Can I just begin using the CRM module or do I need more programming. I have no time to develop, I need to use something available and practical

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