This video explains how sales teams are created in Odoo 15 and the generated leads/opportunities are assigned to a sales team. When you expand the business you will find that you need additional people to manage specialists’ jobs and it’s challenging to manage salespersons. Odoo allows us to create and manage sales teams. A sales […]
A well-structured sales pipeline is crucial in order to keep control of your sales process and to have a 360-degrees view of your leads, opportunities, and customers.#odoo15crm The CRM sales pipeline is a visual representation of your CRM sales process, from the first contact to the final sale. It refers to the process by which […]
In this video, we will discuss how to convert your leads to business opportunities in Odoo 15. #odoo15crm In Customer Relationship Management opportunity management is the key to success. We can create an opportunity once we start a sale deal discussion with a customer. The stage changes when our discussion progresses and we can say […]
This video explains how to create a lead in Odoo 15 CRM. The first step to a potential business deal is a guide that can be described as a lead when a customer makes an inquiry about the services or goods that the company offers. #odoo15crm These leads can be transformed into a business opportunity […]
This video explains how to configure Storage Categories in Odoo 15 to group different storage locations together by setting some conditions and making smart decisions for storing products in your warehouse. When you receive products, the system will consider multiple locations as potential storage locations. So the system has to decide which is the most […]
Odoo 15 is now up with a new feature added in Inventory Management to view and allocate received quantities. We can also automatically view this reception report when a receipt is validated. #odoo #odoo15 #odoofunctional #odootutorials #cybrosys #cybrosystutorials #Reception #Report #Odoo #Odoo #Inventory #Enterprise #Edition
In inventory management, the supply chain strategy determines when products should be fabricated, delivered to distribution centers, and made available in the retail channel. #odoo15inventory This kind of strategic process can be configured using Routes, featuring Pull and Push Rules. Once everything is properly configured, the inventory app can automatically generate transfers following the instructions […]
Odoo CRM vs Zoho CRM Odoo CRM enables the salespeople to optimize their daily schedules and prioritize tasks to make sure that customers are not ignored and contacted on time. In fact, CRM allows the salespeople to spend more time with customers, which leads to more deals closed and build a stronger customer base. There […]
Setting timezone enables Odoo to display date and time on messages based on the logged-in user. If the Timezone field is left empty for a user it may lead to unpredictable changes in the code. So it is necessary to ensure that you indicate a Timezone while creating a user record. Datetime data in DB […]
Odoo vs Zoho CRM CRM is an approach to manage a company’s interaction with current and potential customers. When it comes to CRM application both Odoo and CRM equally stand still in terms of its functionality and extensibility. Being open-source solution both Odoo and Zoho offers high integration and customization possibilities to the customers. Odoo […]