Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn what lead enrichment is, how to enable it in your Odoo database, and how it can help give your team the edge they need to succeed. **Check out more Odoo tutorials** – Lead and opportunity basics: – In-App Services (Tokens and Credits): – Vibe Check CRM Leads using AI: **App documentation** – […]
In this video, learn how to enable and use the partner autocomplete feature in Odoo CRM. **Check out more Odoo tutorials** In-App Services: CRM Lead & Opportunity Basics: **App documentation** In-app purchases (IAP): CRM: Partner autocomplete: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Partner #Autocomplete #Odoo […]
In this video, learn what lead enrichment is, how to enable it in your Odoo database, and how it can help give your team the edge they need to succeed. **Check out more Odoo tutorials** – Lead and opportunity basics: – In-App Services (Tokens and Credits): – Vibe Check CRM Leads using AI: **App documentation** – […]
In this video, learn what lead mining is, how it can enhance your sales team’s efforts, and how to lead mine effectively. **Check out more Odoo tutorials** – Lead and opportunity basics: – Leads from websites: – Vibe Check CRM Leads using AI: **App documentation** – Lead mining: – In-app purchases: – Convert leads into […]
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 […]