CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Discover how to create a social media campaign in Odoo 18 using the Social Marketing module. In this tutorial, we’ll walk you through setting up a new campaign, adding posts for different social platforms, scheduling content, and tracking engagement — all from within Odoo. Whether you’re promoting a new product, running a seasonal offer, or […]
Welcome to CBMS—Your Go-To Hub for Odoo 19 Tips & Sales Workflow Solutions! Are you navigating the powerful world of Odoo 19 and looking to master its features—especially when it comes to sales warnings and smarter sales operations? You’re in the right place! Warning messages: Blocking messages for products and contacts has been removed. Only warning messages […]
Quickly adjust shift durations in Odoo Planning using the Shift Expanding tool—just drag to extend shifts with ease. #Odoo18 #OdooPlanning #OdooTutorial #Odoo18Features #ShiftPlanning #OdooERP #OdooFunctional #OdooTips #WorkforceManagement #ERPTraining #odoo18newfeatures #Odoo18Planning #ShiftManagement #Tutorial #Functional #ERP #BusinessSoftware #Scheduling #Odoo18Tutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]
Odoo 16 Recruitment module helps you in managing and creating marketing plans, helping you understand your current statistics, consequences, business trends, and revenue. All companies provide a Reporting Management System to understand their turnover and handle overall efficiency with proper planning and analysis. With this proper planning, all business leads their role in performing what […]
Odoo CRM, Customer Relationship Management is the technological solution that mainly focussed on business relationships. This dynamic software tool is developed for supervising all your organization’s relationships and interactions with all types of customers. #odoo15crm The existing customers and future customers can be well managed and supervised with the software.#odoo15enterprise Odoo CRM is considered as […]
In Odoo 15 now you can automatically assign leads to the salesperson based on the rules. By checking the Rule-Based Assignment checkbox you can periodically assign leads based on the rules. This setting will be employed by all sales teams as the default setting unless specified otherwise. The Running can be configured Manually or Repeatedly. […]
CRM Pipeline analysis report is perfect for the sales manager to periodically review the sales pipeline with relevant sales Teams. Simply by accessing this basic report you can get a quick overview of your actual sales performance. As a manager, it is necessary to regularly monitor your team’s performance to make proper decisions for the […]
This video explains how to perform lead enrichment to extract details of customers in. Companies may organize different promotional and advertisement programs where the customers come in or contact you. So you only have the chance to acquire the email address which won’t be enough to pursue in the real-time environment. So considering the aspects […]
The forecast menu available under the Reporting tab of the Odoo CRM module helps you to gain knowledge about the upcoming revenues and help in forecasting future dealings with the customer.#odoo15crm CRM Forecasting Report is generated by applying the following filters on Opportunities.#odoo15enterprise * Upcoming Closings * My Pipeline * Expected Closing per month This […]
Tags are unique identifiers that work like keywords or labels that help you to categorize your works as well as make objectives and goals clearer and available for everyone instantly. In CRM we can classify and analyze leads and opportunities using tags. Tagging lets you get the information you need in an organized format and […]
