CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
The Commission plan is one of the brand-new features of Odoo ERP Software that allow us to reward the partner for referring to a new sale. We provide them with a commission equal to a predetermined portion of the total invoiced amount to the partner. Video Chapters 00:00 – what is commission plan? 01:03 – […]
It plays a crucial role in business operations and management; we can store large amounts of data in a company using a spreadsheet. Implementing ERP software allows you to add different data types to various spreadsheets easily. Video Chapters 00:50 – Why Link Lead/Opportunity Into a Spreadsheet Odoo 00:51 – How to Insert a List […]
In the context of Odoo, the term “lead” typically refers to a potential customer or prospect who has shown interest in your products or services but has not yet made a purchase. #odoopurchase Video Chapters 00:00 – Why import lead 00:47 – How to create an opportunity 02:13 – How to export lead /opportunity 03:55 […]
Lead management is a primary task for most companies to increase sales growth. Merging documents is necessary in a firm’s case of duplicate files. #odoo16crm In some instances, there may be duplicate lead files regarding specific areas. By imparting ERP software, the merging of files becomes an easy process. #odoocrm You can merge various leads […]
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 […]
