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Tag: Pipeline management

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

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 […]

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How to Create a Stage or a Pipeline in Odoo 17 CRM | Create Stages | Create Pipelines | Odoo 17 CRM – CBMS Odoo ERP
Odoo 17

How to Create a Stage or a Pipeline in Odoo 17 CRM | Create Stages | Create Pipelines | Odoo 17 CRM – CBMS Odoo ERP

Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages. 00:00 Intro 00:14 Create pipeline 1:04 Create opportunity 1:39 Stage operations Creating Stages: Access the Pipeline View: Head to the CRM module and navigate to the “Pipeline” tab. This displays your current sales pipeline with existing stages and opportunities. Add a New […]

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