Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Discover the power of the Chatbot feature in Odoo! Learn how to set up an AI-powered chatbot to answer customer questions, gather information, qualify leads, and provide 24/7 support directly on your website. Enhance customer experience and streamline your operations in Odoo. #Odoo18 #OdooChatbot #OdooAI #Odoo18Tutorial #Odoo18Features #OdooCRM #AIAutomation #OdooERP #CustomerSupportAI #OdooDevelopment #Odoo18NewFeatures #ChatbotTutorial #Odoo18ReleaseDate […]
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 […]
In this video, we take a deep dive into Quality Alerts in Odoo 18’s Quality module — a powerful feature that helps businesses manage quality issues efficiently across their production, inventory, and manufacturing processes. ✅ What you’ll learn: What Quality Alerts are and how they work in Odoo 18 How to create and manage quality […]
Ever wondered how Odoo 18 assigns those unique numbers to your invoices? In this comprehensive tutorial, we dive deep into “Invoice Sequences” within Odoo 18 Accounting! You’ll discover: Where to locate invoice sequences in your Odoo setup. How to modify existing sequences to fit your business’s numbering conventions. Understanding the structure and logic behind Odoo’s […]
Once an expense report is approved, what’s next? This comprehensive tutorial covers the crucial final step: “Posting Expenses” to your accounting journals in Odoo 18! You’ll discover: The specific access rights required to post expense reports (Accountant/Adviser + Expense Manager). How can we efficiently filter and view only approved expense reports that are ready for […]
🎯 Welcome to CBMS – Your Source for Practical Odoo Development Tutorials! Are you a developer, functional consultant, or Odoo enthusiast looking to deepen your understanding of Odoo’s framework? You’re in the right place! 📌 In this channel, we break down technical Odoo concepts in a beginner-friendly and practical way. In our latest video, we cover: […]
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 […]
Are you struggling to get a clear, real-time picture of your Odoo 18 projects? This video introduces you to the indispensable “Project Dashboard,” your ultimate project visibility and control tool! Learn how to: ✅ Instantly see task completion, timesheet usage, and planned hours. ✅ Monitor project profitability and budget adherence at a glance. ✅ Track […]
Ever wondered how to break down service delivery into phases and get paid as you go? That’s exactly what Milestones in Odoo Sales Orders are designed for. In this video, we give you a complete functional explanation of how milestones work in Odoo — and how they transform your sales and billing workflows. What You’ll […]
Want to track key stages of your project effectively? Learn how to manually create and manage milestones in the Odoo Project module. In this video, we’ll walk you through the process of setting up milestones to divide your project into clear, trackable phases. This helps improve planning, task management, and team accountability — without relying […]
