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Tag: odoo crm features

AI Insight in Odoo 19 CRM | Odoo 19 AI Tutorials | Odoo 19 CRM Tutorials | AI in Odoo 19 CRM – CBMS Odoo ERP
Odoo ERP

AI Insight in Odoo 19 CRM | Odoo 19 AI Tutorials | Odoo 19 CRM Tutorials | AI in Odoo 19 CRM – CBMS Odoo ERP

AI Information Get AI-powered insights into the likelihood of winning your leads. #Odoo19 #Odoo19CRM #Odoo19AITutorials #AIinCRM #OdooTutorials #Odoo19NewFeatures #OdooCRM #AIInsight #OdooCRM2025 #OdooRelease #Odoo19CRM #AIinOdoo #OdooAITutorials #CRM #ArtificialIntelligence #SalesAutomation #LeadManagement #BusinessSoftware #ERP #OdooNewFeatures #Odoo19Tutorials #DigitalTransformation #OdooExperience2025 #TechTrends Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]

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Improved Sales Warning in Odoo 19 | Warning Message in Odoo 19 Sales | Odoo 19 New Features |Odoo 19 – CBMS Odoo ERP
Odoo ERP

Improved Sales Warning in Odoo 19 | Warning Message in Odoo 19 Sales | Odoo 19 New Features |Odoo 19 – CBMS Odoo ERP

Welcome to CBMS—Your Go-To Hub for Odoo 19 Tips & Sales Workflow Solutions! Are you navigating the powerful world of Odoo 19 and looking to master its features—especially when it comes to sales warnings and smarter sales operations? You’re in the right place! Warning messages: Blocking messages for products and contacts has been removed. Only warning messages […]

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How to Create a Stage or a Pipeline in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP
Odoo 18

How to Create a Stage or a Pipeline in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo’s CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency. Here’s a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM: Creating a New […]

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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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Odoo 14 CRM Demo | Odoo 14 Community Edition Demo – CBMS Odoo ERP
Odoo 14

Odoo 14 CRM Demo | Odoo 14 Community Edition Demo – CBMS Odoo ERP

When our business expands, keeping track of the demands and serving clients becomes more and more difficult. More customers experience greater profit, but maintaining relationships with each one becomes extremely difficult. In increasing customer loyalty and maximizing company performance, successful customer engagement plays a crucial role. In every company enterprise, a well-structured ERP will reinforce […]

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