CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how wins and losses work in your pipeline. Other lessons related to this video: – CRM Basics and Pipelines: – 3.d Sales Teams Need more information about Odoo apps? Discover Odoo, […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn about leads and how to use them in Odoo CRM. Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit […]
The spreadsheet tool can be used to generate regular reports based on the database that is automatically updated. Using this tool you can improve your business by inserting data in a pivot view to a spreadsheet.How Accounts Are Affected When an Invoice or Bill Is Generated in Odoo 15 In Odoo 15 we have a […]
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 […]
In any business getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from the database. So it is an addition to leads generated through websites or direct contact. So we can target leads based on some criteria like country, size of the company, industry […]
