Loyalty Cards & E-Wallets in Portal in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]

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: […]

Odoo 18 Marketing Card App | New App in Odoo 18 | Marketing Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

What is a Marketing Card? A marketing card is typically a physical or digital tool designed to convey a specific marketing message. It can serve various purposes, depending on its context.   Common Interpretations: Business Card: This is the most common understanding. A business card is a small card containing contact information for an individual […]

Create Your Event | Odoo Events – CBMS Odoo ERP

In this video, you’ll discover how easy it is to create, configure, and fully customize an event from scratch using the intuitive, user-friendly Odoo Events application! 00:00 – 00:17 Introduction 00:18 – 03:14 Event Form 03:15 – 05:05 Event Tickets 05:06 – 06:35 Event Communication 06:36 – 08:36 Event Questions 08:37 – 09:06 Event Notes […]

Marketing Automation in Odoo 16 | Odoo Marketing – CBMS Odoo ERP

Marketing automation refers to the use of technology and software to automate various marketing tasks and processes. This approach streamlines and optimizes marketing efforts, making them more efficient and effective. Marketing automation can be applied to various aspects of marketing, including email marketing, social media marketing, lead generation, customer segmentation, and more. #odoo16 #odoofunctionalvideos #odootutorials […]

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 […]