CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
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 configure and manage the project stages of your Kanban board in Odoo Project. Allow your team to track the progress of your company’s projects effortlessly thanks to their respective […]
Mastering Helpdesk Workflow: Managing Stages in Odoo 18 This video demonstrates how to manage stages within the Odoo 18 Helpdesk module effectively. Learn how to: Customize stages: Create, edit, and reorder stages to match your specific workflow. Assign stages to teams: Ensure the right teams are responsible for handling tickets at each stage. Configure email […]
Mastering ECO Workflows in Odoo 18! ⚙️ This video explores the crucial role of stages in managing Engineering Change Orders (ECOs) within the Product Lifecycle Management (PLM) module. 🔄 Learn how to define and configure stages, assign approvers, and easily track your ECOs’ progress. 📈 Improve collaboration, minimize errors, and ensure timely implementation of product […]
Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]
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 In this video, learn how to configure and manage the project stages of your Kanban board in Odoo Project. Allow your team to track the progress of your company’s projects effortlessly thanks to their respective […]
CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal (receipt age and installment). #odoo15enterprise Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The […]
CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal (receipt age and installment). Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental […]
As soon as you enter the project management module, you see the dashboard. The dashboard gives you a glimpse of every project that currently the company has in its store. From here, one can get a complete overview of the project and also the tasks underneath every project. Video Contents 00:00 Introduction 00:53 How to […]