Overview of Pipeline Analysis in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

Get deep insights into your Odoo 18 sales pipeline with powerful analysis tools! Learn how to navigate the Pipeline Analysis page, use filters and groupings, and interpret key sales metrics to optimise your strategy. Essential for sales managers and data-driven teams. #Odoo18CRM #Odoo18Tutorials #PipelineAnalysis #Odoo18NewFeatures #OdooCRM #Odoo18ReleaseDate #CRMSalesPipeline #OdooTutorial #OdooCRM2025 #Odoo18Features #Odoo18 #OdooCRM #Odoo18PipelineAnalysis #OdooCRMTutorial […]

How to Attach Files & Images in Odoo 18.2 Appointment | Odoo 19 Tutorials | Odoo 19 Discuss Tutorial – CBMS Odoo ERP

Every appointment record (e.g., calendar.event) can have attachments via the chatter. You can do this manually or via code. Manually: Open the appointment form. Use the Messages chatter panel → click the paperclip icon to upload images or documents. #Odoo18 #Odoo19 #OdooTutorial #OdooAppointments #OdooDiscuss #OdooFeatures #OdooERP #OdooDevelopment #AttachFilesInOdoo #Odoo18NewFeatures #Odoo19Release #OdooTips #Odoo #Odoo19Tutorial #OdooNewFeatures #Odoo19Appointments […]

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 […]

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 Configure Sub Tasks in Odoo 18 Project | Managing Sub Tasks in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Project: Conquer Complexity with Sub-tasks! Tired of overwhelming project tasks? Odoo 18’s Sub-tasks feature lets you break down large projects into smaller, manageable pieces for better organisation and tracking. This video demonstrates how to: Simplify complex projects by creating sub-tasks. Clearly define individual responsibilities within a larger task. Track progress more effectively with […]

How to Set Priority in Odoo 19 Todo | Odoo 19 Todo | Odoo 19 New Features | Odoo 19 Release Date – CBMS Odoo ERP

Struggling to prioritise your tasks in Odoo 19? This quick guide shows you exactly how to set priority for your To-Do items! Learn to quickly flag important tasks and boost your productivity. Watch now for a simple Odoo tip! #Odoo19 #Odoo19Features #OdooTodoApp #OdooTaskPriority #Odoo19Tutorial #OdooERP #OdooNewFeatures #TaskManagement #ProductivityTools #OdooRelease #OdooTodo #OdooPriority #Odoo19NewFeatures #OdooTutorial #Odoo19ERP #ProductivityTips […]

EP-24 How to Hide a Field in Form View in Odoo 18 | Make Field Invisible Based on Other Fields – CBMS Odoo ERP

In Odoo 18  the invisible attribute is used in XML views to control the visibility of fields, buttons, tabs, or other view elements in the user interface. This attribute is typically used within form views, tree views, kanban views, etc. Key Points: invisible=”1″ or invisible=”true”: Hides the field or element from the view. invisible=”0″ or invisible=”false”: […]

How to Expand Shift in Odoo 18 Planning | Odoo 18 Planning Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Quickly adjust shift durations in Odoo Planning using the Shift Expanding tool—just drag to extend shifts with ease. #Odoo18 #OdooPlanning #OdooTutorial #Odoo18Features #ShiftPlanning #OdooERP #OdooFunctional #OdooTips #WorkforceManagement #ERPTraining #odoo18newfeatures #Odoo18Planning #ShiftManagement #Tutorial #Functional #ERP #BusinessSoftware #Scheduling #Odoo18Tutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]

How to Add a Template in Odoo 18.2 Knowledge | Odoo 19 Features| Save Favorite Article as a Template – CBMS Odoo ERP

Add an article to the list of templates. #Odoo #Odoo18 #Odoo18KnowledgeTutorials #Odoo19 #ERP #Business #Software #Tutorial #Template #Productivity #NewFeatures #ReleaseDate #Knowledge #Odoo18Tutorials #Odoo19 #OdooKnowledgeApp #Odoo19Features #OdooTutorial #OdooDevelopment #OdooTips #OdooERP #SaveTemplate #FavoriteArticles #OdooNewFeatures #OdooTraining #Odoo19Release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Add #Template […]