Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Are duplicate records slowing down your sales team or causing customer confusion? This comprehensive Odoo 18 CRM tutorial is your solution! We’ll show you exactly how to “Merge Similar Leads and Opportunities” to keep your sales pipeline clean, accurate, and efficient. You’ll discover: How Odoo 18 automatically detects similar leads/opportunities based on contact info. A […]
Want to automate repetitive work in your Odoo project management? In this video, learn how to set up recurring tasks in Odoo Projects like a pro! We’ll walk you through: 1.What recurring tasks are in Odoo 2.How to configure recurring tasks step-by-step 3.Best practices to manage weekly/monthly tasks 4.Tips to avoid duplication & track task […]
Are you struggling to get a clear, real-time picture of your Odoo 18 projects? This video introduces you to the indispensable “Project Dashboard,” your ultimate project visibility and control tool! Learn how to: ✅ Instantly see task completion, timesheet usage, and planned hours. ✅ Monitor project profitability and budget adherence at a glance. ✅ Track […]
Ever wondered how to break down service delivery into phases and get paid as you go? That’s exactly what Milestones in Odoo Sales Orders are designed for. In this video, we give you a complete functional explanation of how milestones work in Odoo — and how they transform your sales and billing workflows. What You’ll […]
Quickly manage multiple supplier quotes and pick the best deal with smart purchase automation. #Odoo18 #CallForTender #OdooPurchaseTutorial #Odoo18NewFeatures #OdooERP #OdooTutorial #OdooTraining2025 #Procurement #OdooPurchase #Odoo18ReleaseDate #Odoo18Purchase #Odoo18Tutorials #OdooNewFeatures #ERPSolutions #Procurement #BusinessAutomation #OdooTips #OdooCommunity #PurchaseManagement #RFQ #VendorManagement #ERPSoftware #OdooRelease Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]
Want to track key stages of your project effectively? Learn how to manually create and manage milestones in the Odoo Project module. In this video, we’ll walk you through the process of setting up milestones to divide your project into clear, trackable phases. This helps improve planning, task management, and team accountability — without relying […]
Easily manage meetings, webinars, internal events, and more using the Odoo Calendar module! In this video, we walk you through how to create, manage, and coordinate events in Odoo like a pro. Whether you’re organizing a team meeting or a company-wide webinar, Odoo Calendar helps you plan it all in one place. What You’ll Learn: […]
In this video, we’re exploring how to set up shared accounts across multiple companies in Odoo 18. This feature is especially useful for businesses operating in multi-company environments that need to align their accounting structures across different entities. We’ll walk through every step—from setting up user access to creating a shared income account, and verifying […]
In today’s video, we’re exploring how to use the Deliver Content by Email feature in Odoo 18 Sales. This powerful tool allows you to automatically send product-specific emails—such as invoices, warranty details, manuals, or other important documents—right when the invoice is validated. It’s a smart way to streamline your sales workflow and ensure your customers […]
In this video, learn how to streamline your workforce management using Recurring Shift Planning in Odoo. Whether you’re running weekly shifts or alternating schedules, Odoo lets you automate repetitive planning, reduce manual work, and avoid scheduling conflicts.Create a shift once and repeat it daily, weekly, or monthly 1.Set up daily, weekly, or custom recurring shifts […]