CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
🔥 Take your sales to the next level with the Odoo CRM Community Mobile App! This dynamic ad showcases how this powerful app revolutionizes your CRM experience with seamless mobility and unmatched efficiency. Perfect for Odoo Community users (versions 17 and 18), it’s your go-to tool for managing your sales pipeline on the go! 🚀 […]
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 […]
Reply to a specific message and/or forward it to the desired recipients. If the recipient hasn’t provided the forwarding, it will do for the followers of the record. If the recipient is mentioned, then the message will go to the recipient #Odoo18 #OdooTutorials #OdooSales #OdooNewFeatures #OdooTips #OdooMessaging #OdooReleaseDate #ERP #BusinessSoftware #ProductivityTips #SoftwareTutorial #CRM #Odoo18Chatter #Odoo18Sales #OdooSales #Odoo18Tutorials #Odoo18Features #Odoo18CRM […]
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]
Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
Recurring revenue in Odoo 18 CRM is a powerful tool that enables businesses to manage and track recurring income streams effectively. It streamlines the process of generating invoices for services or products that are billed on a regular basis, such as subscriptions, memberships, or maintenance contracts. Key Features and Benefits: Recurring Plans: Define recurring plans […]
