CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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. […]
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 […]
