How to Configure Lost Reasons in Odoo 17 CRM | How to Manage Your Lost Opportunities in Odoo 17 CRM – CBMS Odoo ERP

Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]

How to Define Opportunities & Meetings in Odoo 15 Contacts Module | Odoo 15 Enterprise Edition – CBMS Odoo ERP

This video helps you know about Opportunities and Meetings in the Odoo 15 Contacts module. #odoo15contact Video Chapters 00:00 Introduction to Odoo Contact Module 00:32 Meetings Window 01:34 How to Create a Meeting 03:55 Options Tab 05:01 Opportunity The details of customers and employees are stored easily using the Odoo 15 Contacts module. Most people […]

Odoo 13 Features – Send SMS Directly from Leads and Opportunities in CRM – CBMS Odoo ERP

Odoo 13 Features-Send SMS Directly from Leads and Opportunities in CRM SMS message has a Powerful Impact on the customers. In Odoo 13 we can directly send Sms from the leads and opportunities. Thus the marketing operation becomes easier. #odoofeatures #odoocommunity #odoo More video, Subscribe to our YouTube channel. Visit our company website: Connect with […]