Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
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 […]
