How to Configure Sales Team & Team Members in Odoo 17 Sales | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]

How to Create Badges & Challenges in Odoo 17 Employee App | Employee Management in Odoo 17 – CBMS Odoo ERP

Odoo 17’s employee module goes beyond simple HR management. It leverages gamification through badges and challenges to boost employee morale, increase engagement, and drive desired behaviours. Let’s delve into how these features work: Badges: Virtual Recognition for Achievements Celebrating Milestones: Employee badges are virtual tokens awarded for completing specific tasks or reaching predefined goals within […]

How to Configure Helpdesk Team Inside Helpdesk Module of Odoo 17 | Helpdesk Team in Odoo 17 – CBMS Odoo ERP

Odoo 17 Helpdesk Teams: Streamlining Customer Support 00:00 Intro 00:40 helpdesk team 1:08 Visibility and assignment 4:18 Channels 5:28 Help center 6:59 Track & Bill 7:30 Performance 8:06 Self-service 8:49 After sales Odoo 17 offers a robust Helpdesk module to manage customer support requests through a ticketing system. But the real power lies in its […]

How to Manage a Sales Team & Team Members Odoo 16 CRM | Odoo 16 CRM Videos – CBMS Odoo ERP

Imagine you are managing a small sales team at a retail store selling electronic gadgets like smartphones and laptops. #odoo16 #odoosales #odoofunctionalvideos Video Chapters 00:00 – Introduction 00:39 – Configure Sales Team 03:51 – Configure Lead & Quotation 08:41 – Sales Team You set a monthly sales target for each salesperson. For instance, each team member […]

Odoo 13 Features – Simplified Sales Team Configuration in Odoo 13 – CBMS Odoo ERP

Odoo 13 Features-Simplified Sales Team Configuration in Odoo 13 This video describes how to configure a sales team in Odoo 13. Comparing to Odoo 12 , it is much simpler. #odoofeatures #odoocommunity #odoo More videos, Subscribe to our YouTube channel. Visit our company website: Connect with us: Facebook: twitter: LinkedIn: Pinterest: Instagram: #Odoo #Features #Simplified […]