Digital Agency Website
Digital Agency Website
The running of multi-companies in a system is challenging for most companies. Using ERP software, we can manage the sales, purchases, and inventory operations in various organizational branches. Video Chapters 00:00 – Introduction 00:49 – How to Create a New Company. 05:10 – How to Create Users 07:09 – How to Manage Leads for Multi-company […]
In this video, we will be discussing how to add users and manage their access rights in Odoo. In Odoo, the user is the one who has access to the database. #odoocrm We can add as many users as we want and decide which type of information the user can access by giving access rights […]
Having leads is the major step in any business process. This will help in determining with whom business should be done and with whom marketing should be continued. #odoo16 #odootutorials In Odoo, leads can be generated from all aspects. As the module is integrated with other modules, the information from the website module can be […]
Customer relationship management is a vital part of any business nowadays where companies are trying new marketing methodologies and promotions to attract more customers. #odoocrm The company’s customer relationship management tools will do exactly that, helping your executives to be more attentive in business opportunity generation and sourcing leads from various areas of business. #crm […]
You can lose some of your opportunities when working with them. Keep a record of why you lost them and how Odoo can assist you in getting them back in the future. #odoo16 When you choose any opportunity in your pipeline, a Lost button will appear. The next step is to choose an existing Lost […]
This video explains the lead to ticket conversion. The Odoo CRM application enables you to create leads, quotations, pipelines, and more concerning sales in your company. #odoo16 Video Chapters 00:00 Introduction 00:26 Open the Lead 01:20 Convert Lead to Ticket 02:15 Ticket Explanation 02:29 Assign to Me 02:48 View Ticket (in the Chatter) 03:29 Solved […]
In this video let us see how Odoo can assist you to create a proper income quotation. #odoo16crm Generating quotations in an expert way is very vital for the development of a business. Gone are the days when guides and normal quotations had been used for the business. #odootutorials Now, what is more, vital is […]
This video explains how to convert a lead into an opportunity. A lead would increase the probability of establishing a business deal with the customer. #odoo16crm Video Chapters 00:00 Introduction 00:40 Enable the leads 01:16 Open a lead from the leads menu 02:22 Convert to opportunity, merge with an existing opportunity 04:20 Create direct opportunity […]
This video explains how to create a lead. A lead is the first step to a future business deal. #odoo16 Lead generation and its management are important things for a company to be successful. #odoo16crm #odoo16tutorials Video Chapters 00:00 What is a Lead? 01:08 Leads Menu 01:30 Lead Creation 05:25 Go to Configuration Settings 05:36 […]
Odoo 16 Recruitment module helps you in managing and creating marketing plans, helping you understand your current statistics, consequences, business trends, and revenue. All companies provide a Reporting Management System to understand their turnover and handle overall efficiency with proper planning and analysis. With this proper planning, all business leads their role in performing what […]
