How to Create Lead/Opportunity in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Learn how to quickly create leads in Odoo 18. This video shows you the easy steps to add new potential customers to your sales pipeline. Start generating leads now! #Odoo18 #CRM #Leads #Opportunities #Sales #Tutorial #OdooCRM #OdooTutorial #BusinessSoftware #NewFeatures #ReleaseDate #FunctionalTutorial #odoo18erp #Odoo18CRM #Odoo18Tutorials #Odoo18NewFeatures #OdooTutorials #CRMSoftware #LeadManagement #OpportunityCreation #OdooCRM #Odoo18ReleaseDate Connect With Us: ————————————— […]

How to Create Lead/Opportunity From Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]

How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

How to Create a Stage or a Pipeline in Odoo 17 CRM | Create Stages | Create Pipelines | Odoo 17 CRM – CBMS Odoo ERP

Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages. 00:00 Intro 00:14 Create pipeline 1:04 Create opportunity 1:39 Stage operations Creating Stages: Access the Pipeline View: Head to the CRM module and navigate to the “Pipeline” tab. This displays your current sales pipeline with existing stages and opportunities. Add a New […]