Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring how Artificial Intelligence is transforming Odoo 19 CRM. With AI now built directly into your CRM, sales teams can enrich opportunities, analyze customer data more effectively, and automate tasks that used to take hours of manual work. What You’ll Learn in This Video ✨ 🤖 How to use the AI […]
To get a customer’s location in Odoo 19 CRM using Maps, you typically want to: Capture the customer’s address in the CRM. Use a map widget or integration (like Google Maps) to show or fetch the location based on that address. Odoo 19 (from Odoo 13 onwards) has built-in support for Google Maps integration in […]
Odoo 19: Scan Business Cards & Create Leads Instantly! Want to create leads faster? Odoo 19 lets you scan business cards directly into your CRM! This video shows you how to quickly capture contact information and streamline your lead generation process. Stop manual data entry and boost your sales efficiency! Watch now to see this […]
In this video, learn how to do set up lead times so Odoo can recommend you the best dates to order your products! 0:00 – Introduction 2:00 – Lead Times Setup 3:03 – Forecasted Dates & Replenishment 4:18 – RFQ Deadlines 6:30 – Conclusion **Check out more Odoo tutorials** – Vendor Pricelist: – Manual reordering […]
In Odoo CRM (versions 18.2 and 19), you can efficiently manage and filter leads based on their priority to streamline your sales process. Here’s how you can utilize the Lead Priority feature: Filtering Leads by Priority Odoo allows you to filter leads using the priority field directly within the CRM module.Set filters (e.g., languages) to […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
Learn how to set up delivery lead times in Odoo 17 to enhance delivery accuracy and keep your customers happy! Setting accurate lead times allows us to give customers realistic delivery dates, helping them plan better. ✨ What You’ll Learn: 🔹 Configuring custom delivery lead times for products 🔹 Using reordering rules for efficient inventory […]
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 […]
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: […]
In this video, learn how to set up fixed and rule-based delivery prices for your customers. Introduction: 00:00 – 02:22 Configuration: 02:23 – 03:21 Delivery Lead Time in Sales Order: 03:22 – 04:25 Security Lead Time for Sales: 04:26 – 06:58 Conclusion: 06:59 – 07:32 Other lessons related to this video: Delivery Prices: Dropshipping: Need […]