Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]
In today’s video, we’re exploring how Artificial Intelligence is transforming Odoo 19 CRM. With AI now built directly into your CRM, sales teams can enrich opportunities, analyze customer data more effectively, and automate tasks that used to take hours of manual work. What You’ll Learn in This Video ✨ 🤖 How to use the AI […]
In this video, learn how to configure access rights for your sales team. Intro- 00:00 Setup sales manager- 00:47 Setup salesperson- 03:43 Workflow #1- 05:35 Workflow #2- 07:22 Outro- 08:25 **Check out more Odoo tutorials** – CRM playlist: – CRM Basics: – Sales teams: **App documentation** – CRM Docs: – Sales Docs: – Forecast report: […]
In today’s video, we’re exploring one of the most exciting updates in Odoo 19—the brand-new AI Module. Artificial Intelligence is now built directly into Odoo, helping you work smarter, automate tasks, and improve efficiency across different apps. We’ll walk through how to configure your first AI Agent, connect it to providers like OpenAI and Google […]
Ready to revolutionise your procurement process? In this comprehensive tutorial, we delve into the Odoo 18 Purchase module, exploring all the new features and functionalities designed to enhance your purchasing process, making it more efficient, transparent, and profitable. Whether you’re a business owner, a purchasing manager, or an Odoo enthusiast, this video provides a step-by-step […]
In this video, learn how to use voice and video calls with Odoo Discuss. 0:00 – Intro 0:45 – Creating a Group Chat 1:32 – Adding a Chat Description 1:44 – Group Chat Members 2:00 – Inviting Internal and External Users 2:20 – External User Chat Portal 2:54 – Starting a Voice Call 4:05 – […]
In this video, learn how to send direct messages to other database users with Odoo Discuss. Intro: 0:00 Direct Messages in Apps: 0:52 Discuss App Walkthrough: 2:21 Conclusion: 4:26 **Check out more Odoo tutorials** Odoo Discuss – Channels: Chatter Basics: WhatsApp Basics: Odoo Calendar: **App documentation** – All docs – Odoo Discuss: **See what Odoo […]
In this video, learn the basics of Access Rights, Record Rules, and User Groups. Intro – 00:00 User Groups – 00:48 Access Rights – 01:52 Record Rules and Visibility – 02:23 Solving Common Issues – 03:04 Outro – 04:35 **Check out more Odoo tutorials** – Group Access rights: – Studio tutorials: – Multi company basics: […]
In this video, learn how to setup access rights for members of your accounting team. Intro – 00:00 Create Accountant Profile – 01:23 Create Billing Clerk Profile – 04:10 Workflow #1 – 05:55 Workflow #2 – 07:10 **Check out more Odoo tutorials** – Group Access rights: – Accounting tutorials: – Multi company and branch management: […]
In this video, learn how to set up and so multi-company transactions in a single database in Odoo. 0:00 – Intro 1:26 – Enable Inter-Company Transactions 2:40 – Buyer Company Configuration 3:50 – Buyer’s Accounting Journal Configuration 4:45 – Seller Company Configuration 5:34 – Seller’s Accounting Journal Configuration 6:28 – Pricelist Configuration: Buyer & Seller […]