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 […]