CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Are your sales teams spending too much time manually creating opportunities after every client meeting? With Odoo 18’s powerful Appointments and CRM integration, you don’t have to! In this essential tutorial, we’ll dive deep into how to seamlessly configure Odoo 18 to automatically create new sales opportunities from scheduled appointments. You’ll learn: The core configuration […]
Are you truly learning from your sales losses? In Odoo 18 CRM, a “lost” opportunity isn’t the end – it’s a data point for improvement! This comprehensive tutorial will guide you through the powerful features for managing lost opportunities and leads. You’ll discover: How to mark an opportunity (or lead) as lost and why this […]
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 […]
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: […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at 00:00 – 00:55 – Introduction 00:56 – 02:49 – Pipelines 02:50 – 04:27 – Create Opportunities 04:28 – 06:53 – Scheduled Activities 06:54 – 07:47 – Moving Opportunities 07:48 – 09:14 – Opportunity Form 09:15 […]
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 […]
While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. While in your pipeline, select any opportunity you want and you will see a Lost button. You can then […]
CBMS Technologies via Odoo CRM helps you in getting more leads and closing them faster. Our knowledge base in Odoo CRM makes us self-sufficient in implementing solutions to every business hurdle you face in customer relation management path. Our strategic Odoo CRM applications help your business in boosting the sales and generating more revenue. Odoo […]
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 […]
