CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
1) Favorite filter: Easily edit your favorite filters from the search panel. 2) Open a link in another tab: Open any link in a new tab. Click the middle mouse button or use the CTRL + click shortcut. 3) Bank Transaction with PDF Preview: Preview attached documents from the bank transaction list view whenever a document is linked […]
Limits the number of conversations a live chat operator can handle at the same time. #Odoo18 #OdooLivechat #ConcurrentChats #OdooTutorials #OdooRelease #OdooNewFeatures #CustomerService #LivechatSupport #BusinessSoftware #CRM #ERP #Odoo18NewFeatures #Odoo18Livechat #Odoo18ChatLimit #Odoo18Tutorial #Odoo18ERP #CustomerSupport #Odoo18ReleaseDate Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Limit #Simultaneous #Conversations […]
The “Mobile” field has been removed from the Contacts model, and its value logged in the chatter.If we are messaging the user with the same number then we can only track the message under the chatter.But if we change the phone number into new number , the value will logged in the chatter as well […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of setting up and managing referral points within Odoo 18. Referral programs are a great way to encourage customers to spread the word about your business and reward them for bringing in new clients. We’ll cover: How to enable and […]
If you’re managing sales in Odoo 18 CRM, keeping your pipeline well-organized is key to tracking opportunities and closing deals efficiently. In this tutorial, we’ll walk you through: ✅ Setting up and customizing your sales pipeline ✅ Adding and modifying pipeline stages ✅ Creating new opportunities and managing them ✅ Using activities to stay on […]
In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions. 1. Accessing Sales Team Reporting Navigate to: Sales Module → Reporting → Sales Teams 2. Key Features of Sales Team Reporting Dashboard View Overview of total […]
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]
In Odoo 18 CRM, a Lead represents a potential business opportunity. It is an unqualified prospect that can later be converted into an opportunity and assigned to a salesperson. Key Features of Leads in Odoo 18 CRM Lead Generation Leads can be created manually or automatically via web forms, emails, or integrations. Can be generated […]
In today’s video, we’ll learn how to convert an opportunity into a quotation using the CRM module in Odoo 18. This feature helps streamline your sales process by turning potential deals into actual quotes with just a few clicks. What You’ll Learn: ✨ 📌 How to create and manage opportunities in Odoo 18 📌 How […]
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]