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 […]

Converting Your Lead to Opportunity in Odoo 16 CRM | Odoo 16 Enterprise Edition – CBMS Odoo ERP

This video explains how to convert a lead into an opportunity. A lead would increase the probability of establishing a business deal with the customer. #odoo16crm Video Chapters 00:00 Introduction 00:40 Enable the leads 01:16 Open a lead from the leads menu 02:22 Convert to opportunity, merge with an existing opportunity 04:20 Create direct opportunity […]

How to Create Lead Generation & Booth Categories in Odoo 15 Events Module | Odoo 15 Enterprise – CBMS Odoo ERP

This video assists you to know about the creation of Lead Generation and Booth Categories in the Odoo 15 Events module. Video Chapters ————————- 00:00 Introduction to Odoo 15 Event 00:37 Settings 01:37 Configuration – Lead Generation rules 02:07 Create Lead Generation Rule 04:20 Booth Category 05:49 Create Booth The process and creation of events […]

Lead Enrichment in Odoo 15 CRM | Odoo 15 Enterprise Edition – CBMS Odoo ERP

This video explains how to perform lead enrichment to extract details of customers in. Companies may organize different promotional and advertisement programs where the customers come in or contact you. So you only have the chance to acquire the email address which won’t be enough to pursue in the real-time environment. So considering the aspects […]