CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
If you’re looking to enhance stage configuration in Odoo 19 Field Service, here are some powerful improvements—leveraging both built-in Odoo features and OCA (Odoo Community Association) modules—that can take your workflows to the next level: Core Stage Configuration (Built into Odoo Field Service) You can manage stages out of the box via: Field Service → […]
In Odoo 19, adding a new stage directly from the list (tree) view of the Project module is enabled by default—it’s usually done in the Kanban view. However, you can customize this behavior. Below are two methods to allow adding a project stage from a list view. ✅ Option 1: Enable “Create” in the List View […]
“Add Stage” button A new compact layout has been created for adding stages to the kanban view, improving the use of screen width. #Odoo19 #Odoo19Tutorials #Odoo19Kanban #Odoo19NewFeatures #OdooDevelopment #OdooKanbanView #StageButtonOdoo #Odoo19ReleaseDate #OdooTips #OdooCRM #OdooKanban #OdooTutorial #OdooNewFeatures #OdooRelease #OdooCommunity #OdooERP #BusinessSoftware #WorkflowAutomation #TechTutorial #OdooTips #KanbanBoard Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: […]
Odoo’s CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency. Here’s a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM: Creating a New […]
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 […]
