CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]
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 […]
In Odoo 18 CRM, a Lead represents a potential business opportunity. It is an unqualified prospect that can later be converted into an opportunity and assigned to a salesperson. Key Features of Leads in Odoo 18 CRM Lead Generation Leads can be created manually or automatically via web forms, emails, or integrations. Can be generated […]
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 management is a primary task for most companies to increase sales growth. Merging documents is necessary in a firm’s case of duplicate files. #odoo16crm In some instances, there may be duplicate lead files regarding specific areas. By imparting ERP software, the merging of files becomes an easy process. #odoocrm You can merge various leads […]
The running of multi-companies in a system is challenging for most companies. Using ERP software, we can manage the sales, purchases, and inventory operations in various organizational branches. Video Chapters 00:00 – Introduction 00:49 – How to Create a New Company. 05:10 – How to Create Users 07:09 – How to Manage Leads for Multi-company […]
Having leads is the major step in any business process. This will help in determining with whom business should be done and with whom marketing should be continued. #odoo16 #odootutorials In Odoo, leads can be generated from all aspects. As the module is integrated with other modules, the information from the website module can be […]
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 […]
#Convert #Leads #customers #Odoo
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn about leads and how to use them in Odoo CRM. Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit […]