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Tag: Odoo CRM Customization

How to Manage Sales Team Reporting in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP
Odoo 18

How to Manage Sales Team Reporting in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions. 1. Accessing Sales Team Reporting Navigate to: Sales Module → Reporting → Sales Teams 2. Key Features of Sales Team Reporting Dashboard View Overview of total […]

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How to Convert an Opportunity into a Quotation in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 CRM – CBMS Odoo ERP
Odoo 18

How to Convert an Opportunity into a Quotation in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 CRM – CBMS Odoo ERP

In Odoo 18 CRM, converting a promising opportunity into a formal quotation is a crucial step in the sales process. This guide will walk you through the simple process of converting opportunities into quotations. Steps Involved: Identify the Ready Opportunity: Review your pipeline and identify opportunities that have reached the ‘Qualified’ or ‘Proposal Sent’ stage. […]

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