CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this in-depth tutorial, we walk you step-by-step through how to set up and manage appointments using the powerful Odoo Calendar module. Whether you’re managing client meetings, internal events, or booking sales calls — this video will help you streamline scheduling like a pro. What you’ll learn in this video: 1. How to create […]
Did you know your helpdesk team could be generating sales leads? In this step-by-step video, we’ll show you how to convert Helpdesk tickets into sales opportunities directly in Odoo — turning customer questions or service requests into potential revenue! Whether it’s a request for a product upgrade, a hardware replacement, or a paid service add-on, […]
Struggling to manage field service operations? In this video, learn how to manually create a Field Service Task in Odoo—fast, easy, and step-by-step. Perfect for service businesses, technicians, and managers who want to streamline job scheduling and boost productivity! Learn how to: 1. Create tasks for on-site jobs 2. Assign technicians and set schedules […]
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. […]
In Odoo, a ticket is a record within the Helpdesk module that represents a customer support request. It essentially acts as a digital file that tracks all the communication and activity related to a specific customer issue. Here’s a breakdown of what a ticket in Odoo typically entails: Customer Issue: This is the core of […]
