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Tag: Sales process

Creating a Sales Order in Odoo 19 | Odoo 19 Features | Odoo 19 Functional Tutorials – CBMS Odoo ERP
Odoo ERP

Creating a Sales Order in Odoo 19 | Odoo 19 Features | Odoo 19 Functional Tutorials – CBMS Odoo ERP

Learn how to create a Sales Order in Odoo 19 using a real-world example. In this video, we walk through the step-by-step process of managing a customer request, adding products, setting delivery dates, and confirming the order in the Sales module. This tutorial is designed for sales managers, business owners, and anyone new to Odoo […]

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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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