Learn how to create and manage leads manually in Odoo 20 CRM with this complete step-by-step functional tutorial. Whether you are capturing inbound customer inquiries, recording details from networking events, or manually logging prospects gathered by your sales reps, maintaining clean lead data in Odoo 20 is essential for building an organised and high-converting sales […]
An AI assistant that answers questions on your Odoo data, such as “list me the top 10 sale orders”, “which purchases cost me the most” or “invoices due today”: ✅ An AI agent, not a fixed pipeline: every message is first understood by Odoo’s AI service (OLG) in one lightweight call that captures the intent, […]
Odoo 19: Dynamic Follower Automation! Want to add the right people to your Odoo records automatically? Learn how to leverage improved automation rules in Odoo 19 to dynamically add followers, including customers, to any document! Streamline communication and ensure everyone stays updated effortlessly. Watch now! #Odoo19 #OdooAutomation #OdooNewFeatures #OdooDevelopment #OdooERP #OdooCommunity #OdooFunctional #OdooTips #OdooTutorial #BusinessAutomation […]
In this video, we are taking a look at the screen where you set up the activity type we handle in the system. You can give each of these ‘activity types’ a name, and then you can tweak their default settings. This includes things like the main action that’s involved, who’s typically in charge, what the […]
Duplication of records Defines in Studio whether it is possible to duplicate records. #Odoo18 #Odoo18Studio #OdooTutorial #OdooDevelopment #DataManagement #DataIntegrity #DatabaseManagement #ERP #BusinessSoftware #TechTutorial #NoCode #RecordDuplication #Odoo18Tutorial #Odoo18Tutorials #OdooTutorials #Odoo18StudioTutorials #Odoo18ERP #Odoo18Development #BusinessAutomation #Odoo18Customization #Odoo18ERPSoftware #EnterpriseSolutions #OdooStudio Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]