This tutorial takes a deep dive into Odoo CRM’s gamification capabilities. 00:00 – 01:14 Introduction 01:15 – 02:02 Configuration 02:03 – 03:20 Goal Definitions 03:21 – 08:24 Goal Challenges 08:25 – 08:42 Conclusion How to enter Developer Mode: **App documentation** – CRM documentation: **See what Odoo can do for you!** – Schedule a demo: – […]
This tutorial takes a deep dive into Odoo CRM’s gamification capabilities. 00:00 – 01:14 Introduction 01:15 – 02:02 Configuration 02:03 – 03:20 Goal Definitions 03:21 – 08:24 Goal Challenges 08:25 – 08:42 Conclusion How to enter Developer Mode: **App documentation** – CRM documentation: **See what Odoo can do for you!** – Schedule a demo: – […]
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 […]
Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]
Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]
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 […]
Odoo allows you to define and manage products specifically designed for subscription-based services. This functionality lets you create recurring revenue streams and simplifies managing subscriber relationships. 00:00 Intro 00:37 Product creation 04:26 Add product in subscription Subscription Products vs. Regular Products: Unlike regular products sold one-time, subscription products represent ongoing access to a service or […]
In this video, learn the basics of Odoo CRM’s Probabilities and Sales Team features. 00:00 – 01:23 Introduction 01:24 – 04:45 Probability 04:46 – 08:44 Sales Teams 08:45 – 09:03 Conclusion Other lessons related to this video: Leads: Lead Enrichment: Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo […]
Odoo allows you to define custom workflows for different business processes. You can automate the movement of documents and tasks from one stage to another based on predefined conditions. For example, in the sales module, you can set up automated actions to move a sales order to the next stage once it’s confirmed. #odoo17 Odoo […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at 00:00 – 00:55 – Introduction 00:56 – 02:49 – Pipelines 02:50 – 04:27 – Create Opportunities 04:28 – 06:53 – Scheduled Activities 06:54 – 07:47 – Moving Opportunities 07:48 – 09:14 – Opportunity Form 09:15 […]
