How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]

How to Create Lead Generation Rule in Odoo 17 Event App | Lead Generation Rule in Odoo 17 | Odoo 17 – CBMS Odoo ERP

Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]

How to Manage Lead Time in Odoo 16 | What is Lead Time in Manufacturing? – CBMS Odoo ERP

Manufacturing Lead Time: This refers to the expected amount of time needed to create a product. This lead time does not account for the routing time and is independent of the quantity to be produced. #odoo16 #odoofunctionalvideos #odoomanufacturing Customer Lead Time: This is the time frame that you specify as the default. So, today plus the customer […]

Odoo 17 Social Marketing – Lead Generation On Facebook | Odoo 17 New Features | Odoo 17 Videos – CBMS Odoo ERP

Lead generation on Facebook involves using the platform’s features and tools to identify and attract potential customers or clients who are interested in your products or services. #odoointegration How to Integrate Facebook in Odoo 17: To generate lead first you need to install CRM.This would let you convert the message or other engagement of traffic […]

Managing Back to Back Operations With Lead Time in Odoo 16 | Odoo 16 Functional Tutorial – CBMS Odoo ERP

The Customer Lead Time is the time needed for your product to go from your warehouse to the customer’s place. It can be configured on any product by going to Sales ‣ Products ‣ Products. There, open your product form, go to the inventory tab, and add your Customer Lead Time. #odoosales Manufacturing lead time is the time […]

How to Manage Automatic Lead Assignment in Odoo 16 CRM | Odoo 16 Functional Tutorials – CBMS Odoo ERP

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 […]

How to Convert a Lead to a Ticket Convert to Ticket in Odoo 16 CRM | Odoo 16 CRM – CBMS Odoo ERP

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 […]