Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 18 CRM, a Lead represents a potential business opportunity. It is an unqualified prospect that can later be converted into an opportunity and assigned to a salesperson. Key Features of Leads in Odoo 18 CRM Lead Generation Leads can be created manually or automatically via web forms, emails, or integrations. Can be generated […]
In this video, learn how to effectively utilize manufacturing orders and work orders with Odoo MRP. 0:00 – Intro 0:58 – Create a MO 4:05 – Confirm MO 6:10 – Start WO(s) 6:48 – Complete WO(s) 7:00 – Close MO 7:09 – Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: – MRP playlist: **App […]
This Odoo 18 tutorial explores the comprehensive employee offboarding process. We’ll walk through: Navigating to the employee record Archiving the employee Selecting departure reasons and adding details Closing related activities (appraisals, contracts, company cars, time off, etc.) Managing HR information and access (including sending access links) Understanding the offboarding workflow and best practices. Ensure compliance […]
Mastering Fields and Widgets is essential for Odoo 18 development. This tutorial covers: Different field types (char, integer, date, etc.) Common widget usage (text boxes, calendars, dropdowns) How fields and widgets interact in Odoo views Customizing fields and widgets for specific needs. Start building powerful and user-friendly Odoo applications! #Odoo18 #OdooStudio #OdooTutorial #OdooNewFeatures #OdooReleaseDate #OdooWidgets […]
This Odoo 18 tutorial explores the comprehensive employee reporting features. We’ll walk through: Accessing and navigating employee reports Understanding key HR metrics and KPIs Using filters, groups, and aggregations to customize reports Creating custom reports and dashboards Exporting reports in various formats Gives actionable insights into your workforce and improves HR efficiency. #Odoo18 #OdooEmployee #OdooTutorial […]
In today’s video, we’ll learn how to convert an opportunity into a quotation using the CRM module in Odoo 18. This feature helps streamline your sales process by turning potential deals into actual quotes with just a few clicks. What You’ll Learn: ✨ 📌 How to create and manage opportunities in Odoo 18 📌 How […]
This Odoo 18 Recruitment tutorial covers the process of refusing applicants. We’ll walk through: Navigating to applicant records Refusing applicants with custom reasons Creating and modifying refusal reasons Configuring email templates for rejection notifications Viewing refused applicants Improves your applicant management and ensures a smooth recruitment experience. #Odoo18 #OdooRecruitment #Recruitment #HR #ERP #BusinessSoftware #Tutorial #OdooTutorial […]
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
✨ Odoo 18 introduces exciting enhancements to the HTML Editor, making it even more powerful and user-friendly! Whether you’re editing email templates for invoices, orders, or marketing, these updates will help you create better content with ease. 🆕 What’s New? 📑 New “Paragraph” option for improved text formatting and spacing 🎨 Redesigned Font & Background […]