CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]
Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use all the essential features of Odoo’s Marketing Automation app. Other lessons related to this video: Marketing Automation Essentials Testing & Running Campaigns 00:00 – 01:11 Introduction 01:12 – […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to Schedule Activities with Odoo! 0:00 – Introduction 1:02 – Odoo CRM Dashboard 1:52 – My Activities 2:51 – Activities in an Opportunity 4:19 – Scheduling a New Activity 6:20- […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use all the essential features of Odoo’s Marketing Automation app. Other lessons related to this video: 25.a 25.c 25.d 25.e 25.f 25.g 25.h 25.i Need more information about Odoo […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use all the essential features of Odoo’s Marketing Automation app. Other lessons related to this video: 25.a 25.c 25.d 25.e 25.f 25.g 25.h 25.i Need more information about Odoo […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use activities to efficiently follow up with customers in your pipeline. Other lessons related to this video: – CRM Basics and Pipelines: Sales Teams Marketing Automation Need more information […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to Schedule Activities with Odoo! 0:00 – Introduction 1:15 – Odoo CRM Dashboard 3:20 – Activities From Within the Opportunity 4:22 – Scheduling an Activity 5:36 – Managing Activities 6:07- […]