How to Create Lead/Opportunity From Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]

How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP

Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]

How to Manage Advanced Pricelist in Odoo 17 Sales App | Advanced Price Rules in Odoo 17 Sales Module – CBMS Odoo ERP

An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]

How to Create a Stage or a Pipeline in Odoo 17 CRM | Create Stages | Create Pipelines | Odoo 17 CRM – CBMS Odoo ERP

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 […]

How to Manage Different Invoice & Delivery Addresses of a Customer | Customer Address in Odoo 17 – CBMS Odoo ERP

The customer address in Odoo serves several important purposes within the software’s functionalities: Identifying and Contacting Customers: The primary function is to establish the location and contact details of a customer. This includes information like street address, city, state, zip code, and phone number. With this information, Odoo facilitates various actions, like: Sending quotations, sales […]

Odoo 15 CRM | Odoo 15 Enterprise Edition – CBMS Odoo ERP

Odoo CRM, Customer Relationship Management is the technological solution that mainly focussed on business relationships. This dynamic software tool is developed for supervising all your organization’s relationships and interactions with all types of customers. #odoo15crm The existing customers and future customers can be well managed and supervised with the software.#odoo15enterprise Odoo CRM is considered as […]

Odoo 14 CRM | Customer Relationship Management in Odoo 14 | Odoo CRM Demo – CBMS Odoo ERP

Odoo 14 CRM: When our business expands, keeping track of the demands and serving clients becomes more and more difficult. More customers experience greater profit, but maintaining relationships with each one becomes extremely difficult. In increasing customer loyalty and maximizing company performance, successful customer engagement plays a crucial role. In every company enterprise, a well-structured […]