Are your sales teams spending too much time manually creating opportunities after every client meeting? With Odoo 18’s powerful Appointments and CRM integration, you don’t have to!
In this essential tutorial, we’ll dive deep into how to seamlessly configure Odoo 18 to automatically create new sales opportunities from scheduled appointments. You’ll learn:
The core configuration steps in the Odoo 18 Appointments app to enable opportunity creation.
How to add custom questions to your appointment types to capture crucial lead information upfront.
Where to find and manage your newly generated opportunities in the Odoo CRM pipeline.
Best practices for leveraging this feature to save time, reduce manual errors, and ensure no potential lead ever slips through the cracks.
Perfect for Odoo users, sales managers, and anyone looking to optimise their CRM workflow and boost their sales efficiency!
🔔 Don’t miss out on more Odoo 18 tips and tricks! Like, comment, and subscribe for regular updates from Cybrosys Technologies.
#Odoo18 #Odoo18Calendar #Odoo18Tutorials #Odoo18NewFeatures #Odoo18CRM #OdooAppointments #OdooOpportunities #OdooFunctionalTutorial #Odoo18ReleaseDate #OdooSales
#OdooCalendar #OdooCRM #OdooTutorial #OdooFunctional #OdooNewFeatures #SalesAutomation #CRMSoftware #BusinessSoftware #LeadGeneration #AppointmentScheduling #OdooTips #OdooCommunity #OdooExperience #productivityhacks
Connect With Us:
—————————————
➡️ Website:
➡️ Email: info@cybrosys.com
➡️ Twitter:
➡️ LinkedIn:
➡️ Facebook:
➡️ Instagram:
➡️ Pinterest:
#Create #Opportunities #Appointments #Odoo #Calendar #Odoo #Calendar #Tutorials