CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 19: Dynamic Follower Automation! Want to add the right people to your Odoo records automatically? Learn how to leverage improved automation rules in Odoo 19 to dynamically add followers, including customers, to any document! Streamline communication and ensure everyone stays updated effortlessly. Watch now! #Odoo19 #OdooAutomation #OdooNewFeatures #OdooDevelopment #OdooERP #OdooCommunity #OdooFunctional #OdooTips #OdooTutorial #BusinessAutomation […]
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. […]
In Odoo 18 CRM, a Lead represents a potential business opportunity. It is an unqualified prospect that can later be converted into an opportunity and assigned to a salesperson. Key Features of Leads in Odoo 18 CRM Lead Generation Leads can be created manually or automatically via web forms, emails, or integrations. Can be generated […]
