Open the record: Navigate to the record where you want to copy the message link. For example, if you want to copy the link from a sales order, go to the sales order module and open the specific order. Locate the message: Find the message in the chatter section below the record. This is where […]
Odoo 18 and can be used to visualize data trends over time. Steps to add a trend line to a chart in Odoo 18: – Create or open a chart: Go to the module where you want to create a chart and open the chart designer. – Select the chart type: Choose a chart type […]
Odoo Studio is a powerful tool within the Odoo platform that allows you to customize and extend the functionality of your Odoo applications without writing any code. It provides a user-friendly interface where you can drag and drop elements, configure fields, create custom actions, and design your own workflows. Key features and capabilities of Odoo […]
To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]
Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more. Key Features and Configuration Commission Types: – Fixed Percentage: A set percentage of the total sales amount. – Product-based: Commission based on specific product margins […]
Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]
What is a Marketing Card? A marketing card is typically a physical or digital tool designed to convey a specific marketing message. It can serve various purposes, depending on its context. Common Interpretations: Business Card: This is the most common understanding. A business card is a small card containing contact information for an individual […]
Calling all Odoo enthusiasts! Are you ready to unlock the potential of the latest version, Odoo 18? This episode is your one-stop shop for exploring all the exciting new features designed to streamline your business operations and boost efficiency. Get Ready for Enhanced Communication: We’ll kick things off by diving into the world of improved […]
There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]
In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]
