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
Odoo’s CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency. Here’s a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM: Creating a New […]
In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]
Accessing and Utilizing Customer Information in Odoo 18 POS In Odoo 18, accessing and utilizing customer information within the Point of Sale (POS) module is a straightforward process, designed to streamline your sales operations. Here’s a detailed guide: 1. Customer Search and Selection: In the POS interface, navigate to the customer field. Start typing the […]
Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]
