CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]
Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]
Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]
Struggling to create or customize worksheet templates in the Odoo Field Service module? This step-by-step tutorial will walk you through how to build, edit, and apply custom worksheets to your field tasks — the smart way. Whether you’re logging maintenance checks, inspection forms, or client sign-offs, this video shows you how to tailor Odoo worksheets […]
Are your sales teams spending too much time manually creating opportunities after every client meeting? With Odoo 18’s powerful Appointments and CRM integration, you don’t have to! In this essential tutorial, we’ll dive deep into how to seamlessly configure Odoo 18 to automatically create new sales opportunities from scheduled appointments. You’ll learn: The core configuration […]
Learn how to efficiently manage and track all your company’s equipment directly within the Odoo 18 Employee module! This video dives deep into the practical features that help you keep tabs on assets assigned to employees, from laptops and phones to tools and vehicles. We’ll cover: Assigning equipment to individual employees. Tracking serial numbers and […]
Skip storage, move goods straight from incoming to outgoing — all automated in Odoo. #Odoo18 #Odoo18Tutorials #Odoo18CrossDocking #Odoo18NewFeatures #Odoo18WarehouseManagement #Odoo18Functional #OdooLogistics #NoStorageNeeded #Odoo18ReleaseDate #CrossDockingExplained #OdooCrossDocking #OdooInventory #InventoryManagement #SupplyChain #Logistics #WarehouseManagement #OdooTutorial #OdooFunctional #OdooNewFeatures #BusinessSoftware #ERP #NoStorage #Efficiency #CostSaving #OdooCommunity #OdooExperience #TechTutorial #Automation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]
In this video, we’ll show you how to share your available time slots using Odoo’s Calendar module and the Appointments feature — so clients, partners, or team members can book meetings without the back-and-forth. 1.Selecting and sharing your availability 2.Customizing time slots & buffers 3.Generating a shareable booking link #Odoo18 #Odoo18Calendar #Odoo18Tutorials #OdooCalendarSharing #Odoo18NewFeatures #Odoo18Release […]
In Odoo 19 Website, if you’re looking to add or display a quotation description on the website (e.g. for an online quotation or eCommerce order), here’s how that typically works: 🧾 1. Quotation Description in Sales Orders Go to the product, select the Sales tab, and set the quotation description that displays in the sales order […]
Get deep insights into your Odoo 18 sales pipeline with powerful analysis tools! Learn how to navigate the Pipeline Analysis page, use filters and groupings, and interpret key sales metrics to optimise your strategy. Essential for sales managers and data-driven teams. #Odoo18CRM #Odoo18Tutorials #PipelineAnalysis #Odoo18NewFeatures #OdooCRM #Odoo18ReleaseDate #CRMSalesPipeline #OdooTutorial #OdooCRM2025 #Odoo18Features #Odoo18 #OdooCRM #Odoo18PipelineAnalysis #OdooCRMTutorial […]
