How to Create & Customize Forecast Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]

How to Create & Customize Expected Revenue Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 – CBMS Odoo ERP

Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]

Overview of Pipeline Analysis in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

Get deep insights into your Odoo 18 sales pipeline with powerful analysis tools! Learn how to navigate the Pipeline Analysis page, use filters and groupings, and interpret key sales metrics to optimise your strategy. Essential for sales managers and data-driven teams. #Odoo18CRM #Odoo18Tutorials #PipelineAnalysis #Odoo18NewFeatures #OdooCRM #Odoo18ReleaseDate #CRMSalesPipeline #OdooTutorial #OdooCRM2025 #Odoo18Features #Odoo18 #OdooCRM #Odoo18PipelineAnalysis #OdooCRMTutorial […]

How to Manage Lost Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Are you truly learning from your sales losses? In Odoo 18 CRM, a “lost” opportunity isn’t the end – it’s a data point for improvement! This comprehensive tutorial will guide you through the powerful features for managing lost opportunities and leads. You’ll discover: How to mark an opportunity (or lead) as lost and why this […]

AI Insight in Odoo 19 CRM | Odoo 19 AI Tutorials | Odoo 19 CRM Tutorials | AI in Odoo 19 CRM – CBMS Odoo ERP

AI Information Get AI-powered insights into the likelihood of winning your leads. #Odoo19 #Odoo19CRM #Odoo19AITutorials #AIinCRM #OdooTutorials #Odoo19NewFeatures #OdooCRM #AIInsight #OdooCRM2025 #OdooRelease #Odoo19CRM #AIinOdoo #OdooAITutorials #CRM #ArtificialIntelligence #SalesAutomation #LeadManagement #BusinessSoftware #ERP #OdooNewFeatures #Odoo19Tutorials #DigitalTransformation #OdooExperience2025 #TechTrends Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]

How to Merge Similar Leads & Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Are duplicate records slowing down your sales team or causing customer confusion? This comprehensive Odoo 18 CRM tutorial is your solution! We’ll show you exactly how to “Merge Similar Leads and Opportunities” to keep your sales pipeline clean, accurate, and efficient. You’ll discover: How Odoo 18 automatically detects similar leads/opportunities based on contact info. A […]

How to Create Quick Contacts in Odoo 19 CRM | Odoo 19 CRM Tutorials | Odoo 19 Tutorials | Odoo 19 – CBMS Odoo ERP

Quick-create contacts Link a new contact directly to a company in the new Kanban card when creating a lead. #Odoo19 #Odoo19CRM #OdooTutorials #Odoo19NewFeatures #Odoo19ReleaseDate #QuickContactsOdoo #OdooCRM #Odoo19Tips #OdooBeginners #CRMtutorials #Odoo19CRMTutorial #OdooNewFeatures #QuickContacts #Odoo19Tutorials #CRMTips #SalesAutomation #BusinessSoftware #ERP #Odoo #OdooExperience2025 #ProductivityTips #CRMSoftware #LeadManagement #DigitalTransformation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]

How to Automatically Remove Followers in Odoo 19 | Odoo 19 New Features | Odoo 19 Release Date – CBMS Odoo ERP

Too many irrelevant followers cluttering your Odoo records? Learn an advanced tip to remove followers from specific Odoo documents automatically! This cleans your data and streamlines notifications. Discover how to set up automated rules for follower management and keep your Odoo pristine. Watch now! #Odoo19 #OdooERP #OdooUpdate #Odoo19Features #OdooDevelopment #OdooTutorial #OpenSourceERP #RemoveFollowersOdoo #Odoo19Release #OdooCommunity #Odoo19NewFeatures […]

How to Create a Frontend Ticket in Odoo 19 | Frontend Ticket Creation in Odoo 18.2 |Odoo 19 Tutorial – CBMS Odoo ERP

Frontend event ticket creation Create event tickets alongside your events directly from the frontend. #Odoo19 #FrontendTicket #OdooTutorial #Odoo19Features #OdooSupport #OdooHelpdesk #OdooDevelopment #Odoo19Release #OdooERP #OdooTips #Odoo19Tutorials #OdooTutorial #FrontendTickets #Odoo18 #ERP #BusinessSoftware #CRM #TicketingSystem #OdooRelease Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Create #Frontend #Ticket […]

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: ————————————— […]