Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to create custom activities with Odoo CRM. **Check out more Odoo tutorials** – CRM Activities Automations and Reporting: – CRM Scheduling Activities: – CRM Lead & Opportunity Basics: **App documentation** – Pipeline Analysis: – Email templates: – Merge similar leads and opportunities: **See what Odoo can do for you!** – Schedule […]
In this video, learn how to activity plans with Odoo CRM. **Check out more Odoo tutorials** – CRM Activities Automations and Reporting: – CRM Scheduling Activities: – CRM Lead & Opportunity Basics: **App documentation** – Pipeline Analysis: – Manage sales teams: – Merge similar leads and opportunities: **See what Odoo can do for you!** – Schedule […]
In this video, learn how to read the pipeline, create activities, and schedule meetings with Odoo CRM. **Check out more Odoo tutorials** – CRM Activities Automations and Reporting: – CRM Scheduling Activities: – Sales Teams Setup & Leads Assignment: **App documentation** – Pipeline Analysis: – Lost opportunities: – Manage sales teams: **See what Odoo can […]
In this video, learn how to mark opportunities won and lost, restore lost opportunities, and how Odoo AI learns from your data, all with Odoo CRM. **Check out more Odoo tutorials** – Predictive Lead Scoring: – CRM Lead & Opportunity Basics: – Sales Teams Setup & Leads Assignment: **App documentation** – Lost opportunities – – […]
In today’s video, we’re exploring how Artificial Intelligence is transforming Odoo 19 CRM. With AI now built directly into your CRM, sales teams can enrich opportunities, analyze customer data more effectively, and automate tasks that used to take hours of manual work. What You’ll Learn in This Video ✨ 🤖 How to use the AI […]
📌 Business Scenario A fitness club wants to sell membership plans (Bronze, Silver, Gold) to customers. They want automatic invoicing, membership level assignment, and integration with partner management. 🏋️ Step-by-Step Workflow in Odoo 19 1. Create Membership Products Go to Sales → Products → Create. Add a new product called “Bronze Membership”. Product Type: Service […]
Supercharge your sales with the Odoo CRM Community Mobile App! This tutorial walks you through everything you need to know to manage your CRM like a pro, right from your phone! Perfect for Odoo Community users (versions 17 and 18), this app puts your sales pipeline, leads, quotations, and customer management at your fingertips. 📱 […]
In today’s video, we’re diving into how to manage and customize the Forecast Report in Odoo 18 CRM—an essential tool for sales teams to track pipeline performance and make accurate revenue projections. With real-time drag-and-drop updates, dynamic revenue calculations, and flexible reporting views, Odoo’s Forecast Report helps you stay ahead of your sales goals and […]
To get a customer’s location in Odoo 19 CRM using Maps, you typically want to: Capture the customer’s address in the CRM. Use a map widget or integration (like Google Maps) to show or fetch the location based on that address. Odoo 19 (from Odoo 13 onwards) has built-in support for Google Maps integration in […]
🔥 Take your sales to the next level with the Odoo CRM Community Mobile App! This dynamic ad showcases how this powerful app revolutionizes your CRM experience with seamless mobility and unmatched efficiency. Perfect for Odoo Community users (versions 17 and 18), it’s your go-to tool for managing your sales pipeline on the go! 🚀 […]