CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, learn how to do use flexible scheduling with the Odoo Appointments app. Intro: 0:00 Configuration: 1:20 Customer POV: 4:30 Change back to weekly schedule: 4:56 Conclusion: 5:16 **Check out more Odoo tutorials** – Appointments Basics: – Creating Opportunities w/ Appointments: **App documentation** -Appointments: – All Docs: **See what Odoo can do for you!** […]
Manage your meeting spaces effortlessly with Odoo 19 Meeting Rooms. From booking rooms to avoiding double scheduling, Odoo makes collaboration smoother and more efficient. ✅ Reserve meeting rooms directly from your calendar ✅ Check availability in real-time ✅ Avoid conflicts with smart scheduling ✅ Integrate with Odoo Calendar & other apps ✅ Improve team productivity […]
By default, Odoo Planning’s calendar lets you create shifts one by one, which can be tedious. There are a few ways you can achieve mass creation depending on whether you want to use Odoo’s native features or customization. Copy Existing Shifts In the Planning – Calendar View, create a shift. Use the copy/duplicate option or […]
In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]
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 1:02 – Odoo CRM Dashboard 1:52 – My Activities 2:51 – Activities in an Opportunity 4:19 – Scheduling a New Activity 6:20- […]
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- […]
Auto Activity Scheduling for Payment Follow-up is the latest feature added in the Accounting module Odoo14.In Accounting we used to create follow-up levels and maintain customer follow-up reports that help a business to identify the due and delayed payments and to send appropriate reminders to the customers on due. Auto activity scheduling is used to […]
Learn everything you need to grow your business with Odoo, the best management software to run a company at In this video, learn how to schedule activities in Odoo. Other lessons related to this video: – Create an Odoo database: – Navigate in Odoo: – Odoo’s discuss app: – Contacts and Importing Data in Odoo: […]