CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
Imagine you are managing a small sales team at a retail store selling electronic gadgets like smartphones and laptops. #odoo16 #odoosales #odoofunctionalvideos Video Chapters 00:00 – Introduction 00:39 – Configure Sales Team 03:51 – Configure Lead & Quotation 08:41 – Sales Team You set a monthly sales target for each salesperson. For instance, each team member […]
This is a new feature in odoo 17 CRM and it allows to insertion pipeline into an article/spreadsheet. #odoo17 #odoo17features #odoofunctionalvideos #odoocrm Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Insert #Pipeline #Spreadsheet #Article #Odoo #CRM #Odoo #Features
A person or business showing concern for the company’s services or products is a lead, acting as an unqualified sales opportunity or the beginning point of a record in a CRM. Video Chapters 00:00 – What is periodically assign lead based in rules 01:01 – How to periodically assign leads based on rules #odoo16 #odoofunctionalvideos […]
Under the business programs, you should not waste your time on purchasing those products required for the managing and regulating of the functions; instead, for the purpose of medium and small-scale industries, we have got an option to have rentals. #odoocrm Video Chapters 00:00 – What is Rental Products 00:27 – How to Configure Rental […]
In Odoo 16 CRM, forwarding a lead or opportunity to a partner allows you to delegate the responsibility of managing that lead or opportunity to another person or team within your organization. There are several reasons why you might want to forward a lead or opportunity to a partner: Specialization Geographic Coverage Capacity and Workload […]
