How to Create Quality Leads Report in Odoo 18 CRM | Odoo 18 CRM Tutorials |Odoo 18 Functional Videos – CBMS Odoo ERP

Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]

How to Create Opportunities From Appointments in Odoo 18 Calendar | Odoo 18 Calendar Tutorials – CBMS Odoo ERP

Are your sales teams spending too much time manually creating opportunities after every client meeting? With Odoo 18’s powerful Appointments and CRM integration, you don’t have to! In this essential tutorial, we’ll dive deep into how to seamlessly configure Odoo 18 to automatically create new sales opportunities from scheduled appointments. You’ll learn: The core configuration […]

How to Manage Lost Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Are you truly learning from your sales losses? In Odoo 18 CRM, a “lost” opportunity isn’t the end – it’s a data point for improvement! This comprehensive tutorial will guide you through the powerful features for managing lost opportunities and leads. You’ll discover: How to mark an opportunity (or lead) as lost and why this […]

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: […]

How to Create Quick Contacts in Odoo 19 CRM | Odoo 19 CRM Tutorials | Odoo 19 Tutorials | Odoo 19 – CBMS Odoo ERP

Quick-create contacts Link a new contact directly to a company in the new Kanban card when creating a lead. #Odoo19 #Odoo19CRM #OdooTutorials #Odoo19NewFeatures #Odoo19ReleaseDate #QuickContactsOdoo #OdooCRM #Odoo19Tips #OdooBeginners #CRMtutorials #Odoo19CRMTutorial #OdooNewFeatures #QuickContacts #Odoo19Tutorials #CRMTips #SalesAutomation #BusinessSoftware #ERP #Odoo #OdooExperience2025 #ProductivityTips #CRMSoftware #LeadManagement #DigitalTransformation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]

How to Convert Tickets Into Sales Opportunity in Odoo 18 | Odoo 18 Help Desk Tutorials | Odoo 18 – CBMS Odoo ERP

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, […]

How to Create a Lead From a Business Card in Odoo 19 | Import Business Card in Odoo 19 | Odoo 19 – CBMS Odoo ERP

Odoo 19: Scan Business Cards & Create Leads Instantly!  Want to create leads faster? Odoo 19 lets you scan business cards directly into your CRM! This video shows you how to quickly capture contact information and streamline your lead generation process. Stop manual data entry and boost your sales efficiency! Watch now to see this […]