Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 send direct messages to other database users and start a voice/video call with Odoo Discuss. 0:00 – Introduction 0:57 – CRM Dashboard (Discuss Access) 1:28 – Sending a Direct […]
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 import and export data in Odoo! We will cover exporting information and selecting different options to export. Then we will move on to importing information and using export-compatible data […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at 0:00 – Introduction 0:40 – CRM Chatter – Schedule a Meeting 2:41 – Select a Timeslot on the Calendar 3:33 – Add Attendees 3:57 – Edit Meeting Options – Duration 4:28 – Set Location 4:36 […]
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 receive Helpdesk tickets through the Email Alias and Website Form channels, as well as activate the Automatic Closing and Customer Closing features. Other lessons related to this video: 28.a […]
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 create and configure a Live Chat Channel, use Canned Responses, and use Commands to search for and create a Helpdesk Ticket. Other lessons related to this video: 28.a Helpdesk […]
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 […]
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 activities to efficiently follow up with customers in your pipeline. Other lessons related to this video: – CRM Basics and Pipelines: Sales Teams Marketing Automation Need more information […]
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 generate leads in multiple ways, directly from your Odoo-based website or email. Other lessons related to this video: – Leads: – Lead Enrichment: – 3.b Wins and Losses – […]
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 about how to control your purchases with approvals and warnings. Other lessons related to this video: – Purchase Basics and Your First Request for Quotation – Vendor Pricelists – Purchase Lead […]
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 create and edit public and private channels in Odoo Discuss. 0:00 – Introduction 1:14 – Odoo Dashboard: Channels Tab 1:44 – Odoo Discuss: Channels 2:21 – Public Channels Page […]
