Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use activities to efficiently follow up with customers in your pipeline. Other lessons related to this video: – CRM Basics and Pipelines: Sales Teams Marketing Automation Need more information […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn about the essentials of the Purchase app, starting with the creation of a request for quotation. Other lessons related to this video: – Vendor Pricelists – Approvals & Warnings – Purchase […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to Schedule Activities with Odoo! 0:00 – Introduction 1:15 – Odoo CRM Dashboard 3:20 – Activities From Within the Opportunity 4:22 – Scheduling an Activity 5:36 – Managing Activities 6:07- […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to generate leads in multiple ways, directly from your Odoo-based website or email. Other lessons related to this video: – Leads: – Lead Enrichment: – 3.b Wins and Losses – […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn about how to control your purchases with approvals and warnings. Other lessons related to this video: – Purchase Basics and Your First Request for Quotation – Vendor Pricelists – Purchase Lead […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to create and edit public and private channels in Odoo Discuss. 0:00 – Introduction 1:14 – Odoo Dashboard: Channels Tab 1:44 – Odoo Discuss: Channels 2:21 – Public Channels Page […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn what the “Chatter” is on Odoo and how to use it to send messages and log notes. 0:00 – Introduction 0:52 – CRM Dashboard – Record Chatter 1:53 – Update Record […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn about Odoo’s Predictive Lead Scoring feature for prioritizing your leads/opportunities. Other lessons related to this video: – CRM Basics and Pipelines: – 3.b Wins and Losses – Leads: #Predictive #Lead #Scoring […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn about multiple ways to create and view detailed reports and forecasts in Odoo CRM. Other lessons related to this video: – 3.d Sales Teams – 3.k Gamification Need more information about […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use calls for tenders to select the best offer from multiple suppliers. Other lessons related to this video: – Blanket Orders – Bill Control – Replenishment Need more information […]