CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
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 […]
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, […]
Learn how to quickly create leads in Odoo 18. This video shows you the easy steps to add new potential customers to your sales pipeline. Start generating leads now! #Odoo18 #CRM #Leads #Opportunities #Sales #Tutorial #OdooCRM #OdooTutorial #BusinessSoftware #NewFeatures #ReleaseDate #FunctionalTutorial #odoo18erp #Odoo18CRM #Odoo18Tutorials #Odoo18NewFeatures #OdooTutorials #CRMSoftware #LeadManagement #OpportunityCreation #OdooCRM #Odoo18ReleaseDate Connect With Us: ————————————— […]
In Odoo CRM (versions 18.2 and 19), you can efficiently manage and filter leads based on their priority to streamline your sales process. Here’s how you can utilize the Lead Priority feature: Filtering Leads by Priority Odoo allows you to filter leads using the priority field directly within the CRM module.Set filters (e.g., languages) to […]
