How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]

How to Create Lead Generation Rule in Odoo 17 Event App | Lead Generation Rule in Odoo 17 | Odoo 17 – CBMS Odoo ERP

Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]

How to Create an Event Template in Odoo 17 Event App | Event Templates in Odoo 17 Events | Odoo 17 – CBMS Odoo ERP

Odoo 17’s Event Templates offer a powerful and efficient way to streamline the creation and management of recurring events. By predefining key elements like event type, name, location, and recurring pattern, you can significantly reduce the time and effort involved in setting up similar events. Key Features of Event Templates: Predefined Event Details: Templates allow […]

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]

How to Create & Automate Asset Model in Odoo 17 Accounting | Asset Model & Automation in Odoo 17 – CBMS Odoo ERP

Asset Model and Automation in Odoo 17 Accounting Odoo 17 provides a robust asset management module that allows businesses to effectively track, depreciate, and manage their fixed assets. This module offers various features to streamline asset management processes and ensure compliance with accounting standards. Key Features of Asset Management in Odoo 17: – Asset Creation: […]

Conditional Displays | Odoo Surveys – CBMS Odoo ERP

In this video, learn how to add Conditional Display questions, with Triggering Answers, to create a more in-depth, personalized survey experience. 00:00 – 00:44 Introduction 00:45 – 07:54 Create Conditional Display Questions 07:55 – 09:52 Test Conditional Display Questions 09:53 – 10:13 Conclusion **Check out more Odoo tutorials** Survey Essentials Questions and Sections Survey Analysis […]

Survey Analysis | Odoo Surveys – CBMS Odoo ERP

In this video, learn how to analysis answers and survey results using the Odoo Surveys application. **Check out more Odoo tutorials** Survey Essentials Questions and Sections Survey Analysis Conditional Displays Live Session Surveys **App documentation** – Survey Essentials :  – Scoring:  - Time and Randomized Questions:  **See what Odoo can do for you!** – […]