Overview of Pipeline Analysis in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

Get deep insights into your Odoo 18 sales pipeline with powerful analysis tools! Learn how to navigate the Pipeline Analysis page, use filters and groupings, and interpret key sales metrics to optimise your strategy. Essential for sales managers and data-driven teams. #Odoo18CRM #Odoo18Tutorials #PipelineAnalysis #Odoo18NewFeatures #OdooCRM #Odoo18ReleaseDate #CRMSalesPipeline #OdooTutorial #OdooCRM2025 #Odoo18Features #Odoo18 #OdooCRM #Odoo18PipelineAnalysis #OdooCRMTutorial […]

How to Manage Lost Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Are you truly learning from your sales losses? In Odoo 18 CRM, a “lost” opportunity isn’t the end – it’s a data point for improvement! This comprehensive tutorial will guide you through the powerful features for managing lost opportunities and leads. You’ll discover: How to mark an opportunity (or lead) as lost and why this […]

How to Attach Files & Images in Odoo 18.2 Appointment | Odoo 19 Tutorials | Odoo 19 Discuss Tutorial – CBMS Odoo ERP

Every appointment record (e.g., calendar.event) can have attachments via the chatter. You can do this manually or via code. Manually: Open the appointment form. Use the Messages chatter panel → click the paperclip icon to upload images or documents. #Odoo18 #Odoo19 #OdooTutorial #OdooAppointments #OdooDiscuss #OdooFeatures #OdooERP #OdooDevelopment #AttachFilesInOdoo #Odoo18NewFeatures #Odoo19Release #OdooTips #Odoo #Odoo19Tutorial #OdooNewFeatures #Odoo19Appointments […]

Product Catalog in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 Tutorials – CBMS Odoo ERP

Struggling with disorganised product data or outdated pricing? Odoo 18’s Product Catalogue is your solution! This video demonstrates how to efficiently manage your entire product range, helping you: Streamline order processing. Ensure consistent pricing across all channels. Improve inventory accuracy. Enhance customer experience with detailed product information. Transform your product management with Odoo 18 and […]

EP-28 How to Add a Notebook & a Page in Odoo 18 Form View | Odoo 18 Technical Tutorials | Odoo 18 – CBMS Odoo ERP

In Odoo, notebook and pages are UI (User Interface) elements used primarily in form views to organize and display data in a structured, tabbed layout.A notebook is a container in Odoo XML views that holds multiple pages. It represents a tabbed interface, allowing users to navigate between different sections of a form without leaving the […]

How to Convert Tickets Into Sales Opportunity in Odoo 18 | Odoo 18 Help Desk Tutorials | Odoo 18 – CBMS Odoo ERP

Did you know your helpdesk team could be generating sales leads? In this step-by-step video, we’ll show you how to convert Helpdesk tickets into sales opportunities directly in Odoo — turning customer questions or service requests into potential revenue! Whether it’s a request for a product upgrade, a hardware replacement, or a paid service add-on, […]

How to Manage Product Catalog in Odoo 18 Field Service | Odoo 18 Field Service Tutorials | Odoo 18 – CBMS Odoo ERP

Learn how to easily add and track products like spare parts or materials during a field service task in Odoo. Whether you’re on-site or remote, Odoo lets your team update the product catalog in real-time—no paperwork needed! 1. Add products directly from the task 2. Track used items for accurate billing 3. Seamless inventory & invoicing integration […]

Upselling in Odoo to Boost Sales | Upselling in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to suggest premium products, use optional items, and increase order value right inside Odoo Sales. Perfect for sales teams & businesses looking to grow fast! Refer to this Video for How to Manage Upselling in Odoo 18 Sales: #Odoo18 #OdooUpselling #OdooSales #OdooTutorials #BoostSales #OdooERP #OdooCRM #Odoo18Features #UpsellingTips #OdooForBusiness #Odoo18Upselling #Odoo18Sales #Odoo18Tutorial #BoostSales #SalesStrategy […]

How to Activate Developer Mode in Odoo 18 | Odoo 18 Tutorials | Odoo 18 Developer Tools | Odoo 18 – CBMS Odoo ERP

Enable Developer Mode in Odoo in seconds! Access advanced settings, debug tools, and hidden features easily. #Odoo18 #Odoo18Tutorial #DeveloperModeOdoo #OdooDeveloperTools #Odoo18NewFeatures #Odoo18Release #OdooFunctional #OdooDevelopment #ActivateDeveloperMode #OdooERP #Odoo18Development #DeveloperMode #OdooTutorials #OdooDeveloper #OdooFunctional #NewFeatures #ReleaseDate #TechTips #ERP Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Activate […]

How Shift Template is Created in Odoo 18 Planning | Odoo 18 Planning | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Odoo 18 Planning: Streamline Scheduling with Shift Templates! Tired of manually creating the same shifts over and over in Odoo 18 Planning? Discover the power of Shift Templates! In this video, we’ll guide you through how Shift Templates can revolutionise your scheduling process: Create reusable shift patterns with pre-defined start times and durations. Easily apply […]