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Tag: Odoo Lead Management

How to Merge Similar Leads & Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP
Odoo 18

How to Merge Similar Leads & Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Are duplicate records slowing down your sales team or causing customer confusion? This comprehensive Odoo 18 CRM tutorial is your solution! We’ll show you exactly how to “Merge Similar Leads and Opportunities” to keep your sales pipeline clean, accurate, and efficient. You’ll discover: How Odoo 18 automatically detects similar leads/opportunities based on contact info. A […]

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

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, […]

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