Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
If you’re managing sales in Odoo 18 CRM, keeping your pipeline well-organized is key to tracking opportunities and closing deals efficiently. In this tutorial, we’ll walk you through: ✅ Setting up and customizing your sales pipeline ✅ Adding and modifying pipeline stages ✅ Creating new opportunities and managing them ✅ Using activities to stay on […]
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 […]
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 […]