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 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 this video, learn how to create and manage access rights for your Inventory team. 00:00 – Intro 01:00 – Warehouse manager profile 03:00 – Warehouse operator profile 04:31 – Manage purchase orders 05:17 – Validate reciept **Check out more Odoo tutorials** – Inventory tutorials: – Barcode basics: – Barcode: Receipts and Deliveries **App documentation** […]
In this video, learn the basics of Odoo CRM’s Probabilities and Sales Team features. 00:00 – 01:23 Introduction 01:24 – 04:45 Probability 04:46 – 08:44 Sales Teams 08:45 – 09:03 Conclusion Other lessons related to this video: Leads: Lead Enrichment: Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo […]
In Odoo, the Helpdesk team is a set of employees working to answer the queries or requests raised from the side of customers. This facility is essential for an organization to manage its customers in a proper way. This will bring you customer satisfaction. Through this doubt-clearing system, the customers can clear all their doubts […]
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 use sales teams to their full potential in your database. Other lessons related to this video: – CRM Basics and Pipelines: – 3.c Activities – Leads: – 3.f Lead […]
This video helps to understand an overview of Teams and Quality Checks in the Odoo 15 Quality module #odoo15videos Video Chapters ————————- 00:00 Introduction 00:37 Quality Control 01:12 Quality Checks 02:11 Create quality checks 03:57 Quality Teams 04:21 Create team One of the vital parts of a business is to check the quality of products […]
This video will give you an insight into the easy configuration of helpdesk teams in Odoo 15. #odoo15helpdesk Video Contents ————————– 00:00 Introduction to Odoo 15 Helpdesk 00:40 Configuration – Helpdesk Team 01:00 Create Helpdesk Team 01:50 Assignment & Visibility 02:48 Channels 04:08 SLA policy The Helpdesk module in Odoo provides great customer support features […]
This video explains how sales teams are created in Odoo 15 and the generated leads/opportunities are assigned to a sales team. When you expand the business you will find that you need additional people to manage specialists’ jobs and it’s challenging to manage salespersons. Odoo allows us to create and manage sales teams. A sales […]
In Odoo sales teams management, We can set a user as the Team Leader of the corresponding Sales Team. Odoo 12 supports multiple sales teams. Also can set Sales Target for each sales team. And the main benefit of the sales team is that we can easily analyze the activities and performance from the dashboard […]