How To Access Checklist For The Task In Odoo
Managing tasks becomes easier when every step is clearly defined. In Odoo, task checklists help you track progress, ensure no activity is missed, and keep teams aligned. Learn how to access and use task checklists to manage work efficiently and complete tasks on time.
Watch Now: https://youtu.be/nJy4jOKSToo
#OdooERP #OdooTasks #TaskChecklist #ProjectManagement #OdooProject #BusinessManagement #Productivity #WorkTracking
How To Create Easily Send Mail When Change The Stages In Odoo
Sending emails automatically when a lead or opportunity changes its stage helps keep customers and teams informed without manual effort.
This video shows how to easily send emails in Odoo when CRM stages change, using built-in automation.
Watch Now: https://youtu.be/oqPTtl7VZBY
#OdooCRM #EmailAutomation #CRMStages #SalesAutomation #LeadManagement #BusinessAutomation #ERPSystem #OdooCommunity
How To Allow Checklist In CRM In Odoo ?
CRM checklists in Odoo help teams follow a structured sales process. Enable and use checklists for CRM leads and opportunities to make sure every task is completed before moving to the next stage. Improve lead quality, reduce missed steps, and manage sales activities more effectively using CRM checklists in Odoo.
Watch Now: https://youtu.be/XL1FWOzZFFk
#CRMChecklist #LeadChecklist #OdooERP #CRMWorkflow #OdooCRM #OdooTutorial #BusinessCRM
Smart Exam & Quiz Mobile App in Odoo | Complete Demo
Odoo Exam & Quiz Mobile App helps schools, institutes, and training centers conduct online exams and quizzes easily. Students can attempt exams directly from the mobile app, view available quizzes, answer questions, and submit exams smoothly.
Watch Now: https://youtu.be/BdKHnP_ontI
#OdooExamApp #OdooQuizApp #OnlineExamSystem #OdooMobileApp #OdooDemo #MobileExamApp #OnlineQuiz
#EducationTechnology #Odoo
How To Edit Lead Into CRM In Odoo
Boost your CRM productivity!
This video covers how to edit and update lead details in Odoo CRM with ease. Whether you want to change lead information, update stages, assign salespersons, or improve tracking — everything becomes smoother with the right steps.
Watch Now: https://youtu.be/RVYAaaD_yUE
#OdooCRM #OdooLeads #CRMUpdate #LeadManagement #BusinessAutomation #SalesTeam #ERPSolutions #OdooCommunity
How To Create Stages For Leads In Odoo
Enhance your CRM workflow by creating smart, structured lead stages in Odoo. This setup helps your sales team track progress accurately, improve follow-ups, and manage leads with full clarity.
Discover how to design stages that match your business process, organize your pipeline.
Watch Now: https://youtu.be/tcUsVre7kOA
#OdooCRM #LeadManagement #ERPSolutions #CRMWorkflow #DevIntelle #OdooCommunity #OdooCustomization
How To Add Timesheet From CRM Lead/Opportunities In Odoo
Boost your CRM workflow in Odoo by adding and tracking timesheets directly from Leads and Opportunities. This video explains how teams can record work hours, monitor activities, and link time entries to CRM tasks — all inside Odoo.
Watch Now: https://youtu.be/XW6N5FAjuXI
#OdooCRM #OdooTimesheet #CRMWorkflow #BusinessProductivity #OdooCommunity #ERPSolutions #OdooFeatures #AutomationTools
How To Auto Assign Task To User In Odoo ?
Unlock smarter workflow management with Odoo’s automated task assignment feature.
This video demonstrates how to configure task auto-allocation so tasks instantly reach the right user based on rules, stages, or project settings. Improve team productivity and ensure no task is ever missed with this powerful Odoo functionality.
Watch Now: https://youtu.be/T0SXPSj4JJY
#OdooApps #OdooProject #TaskAutomation #TaskManagement #ProjectManagement #OdooSupport
How To Create Sale Quotation Via CRM In Odoo ?
Creating a sale quotation directly from the CRM pipeline helps teams respond faster and convert leads efficiently. This process lets you turn opportunities into quotations in just a few steps while keeping your sales workflow organized and centralized.
Watch Now: https://youtu.be/wbEl6kY_hh0
#OdooCRM #OdooSales #SaleQuotation #CRMSalesFlow #BusinessWorkflow #OdooTraining #OdooCommunity #DevIntelle #SalesAutomation #CRMtoSales
How To Reassign Lead One Salesperson To Another In Odoo
Managing leads efficiently is essential for a smooth sales process. This video shows how quickly you can reassign a lead from one salesperson to another in Odoo CRM, helping teams stay aligned and improving follow-up accuracy.
Watch Now: https://youtu.be/lbQeEhhPteg
#OdooCRM #OdooSales #CRMManagement #SalesWorkflow #LeadManagement #OdooCommunity #SalesAutomation #CRMWorkflow
How To Work Project Dashboard In Odoo | Odoo Dashboard
Experience a powerful and easy way to track your projects in Odoo!
In this video, we explore how the Odoo Project Dashboard helps you monitor tasks, deadlines, project progress, team performance, and key metrics—all in one place.
You’ll see how quickly you can analyze project health, spot bottlenecks, and make better decisions using real-time insights.
Watch Now: https://youtu.be/HoxOhvV5BoY
How To Create Employee Expense Request In Odoo ?
Creating an Employee Expense Request in Odoo is a simple and efficient process that helps streamline your company’s reimbursement workflow. Employees can record their expenses, enter the amount, add descriptions, and attach receipts directly within the Odoo system.
Watch Now: https://youtu.be/myghZqawXEM
#OdooERP #OdooExpense #EmployeeExpense #ExpenseRequest #ERPGuide #ExpenseManagement
How To Access Lead From Website In Odoo ?
Discover how website inquiries turn into CRM leads automatically inside Odoo!
This video explains the simple process to access, track, and manage leads generated directly from your website using Odoo’s CRM features.
Watch Now: https://youtu.be/6Fi5NHCpAGQ
#OdooCRM #LeadManagement #WebsiteLeads #BusinessAutomation #CRMSolutions #LeadGeneration #OdooCommunity
How To Manage Schedule Activities For Multiple Users In Odoo
Explore & discover how scheduled activities can be organized for multiple users in Odoo. This guide explains assigning activities, tracking follow-ups, improving team coordination, and keeping every task structured and on time. A clear workflow for businesses aiming to streamline daily operations.
Watch Now: https://youtu.be/W0ZxW3HaVz8
#OdooActivities
#ScheduleActivities #TaskManagement #TeamCollaboration #ERPTraining #odoo18
How To Search Partner By Phone & Mobile Number In Odoo ?
Understand how Odoo allows you to find partners using phone or mobile numbers. This process helps you quickly access customer or vendor details and improves accuracy in contact management. A helpful approach for teams working with large databases.
Watch Now: https://youtu.be/PzUeJgHy6qY
#OdooPartners #OdooContacts #PartnerSearch #OdooFeatures #CRM #ERPSystem #BusinessManagement #DevIntelleSolutions #odoo18 #odoo19
How To Search Product Using Barcode In Odoo ?
Search products faster by scanning barcodes directly in Odoo. This method helps improve accuracy, speed up product lookup, and streamline operations across sales, inventory, and warehouse processes.
Watch Now: https://youtu.be/iIzzYpb2CBg
#Odoo #OdooBarcode #ProductSearch #InventoryManagement
#OdooTips #OdooFeatures #WarehouseOperations #BarcodeScanning #OdooSolutions #DevIntelleSolutions
How To Send Activity Email Notification In Odoo
Set up activity email notifications in Odoo to keep your team updated on tasks, follow-ups, and reminders. This configuration helps users receive timely email alerts for important activities and improves communication across different Odoo modules.
Watch Now: https://youtu.be/vgtZ1udMHLs
#OdooActivities #EmailNotification #OdooSetup #OdooGuide #OdooFeatures #ERP #BusinessAutomation #WorkflowManagement #DevIntelle
How To Send Whatsapp MSG From the CRM In Odoo ?
Send WhatsApp messages directly from the Odoo CRM to speed up communication and improve lead follow-ups. This guide shows how to access the WhatsApp option inside CRM, select templates, send updates, and keep all conversations linked with the customer record for better tracking and faster conversions.
Watch Now: https://youtu.be/VGQ39mAjj_o
#Odoo #OdooCRM #WhatsAppIntegration #CRMTools #CustomerCommunication #BusinessAutomation #OdooFeatures #ERP
How To Automatically Stop Adding User As Followers In CRM In Odoo
A quick guide showing how to stop users from being automatically added as followers inside Odoo CRM. This setup helps reduce unwanted notifications, keeps chatter clean, and ensures only relevant team members stay connected to CRM records. A useful adjustment for smoother CRM workflows and better productivity.
Watch Now: https://youtu.be/KcpcdQorYjU
#CRMManagement #ERPSystem #BusinessAutomation #OdooFeatures #OdooCommunity
How To Display Log History Of CRM Stages In Odoo ?
A clear explanation showing how to check the complete log history of CRM stage movements in Odoo. The content highlights where to view stage changes, timestamps, and user actions, helping teams track customer progress and maintain transparent CRM records.
Watch Now: https://youtu.be/T77HKPrpyw0
#Odoo #OdooCRM #CRMTips #OdooERP #CRMManagement #LeadTracking #SalesPipeline #BusinessAutomation #OdooCommunity #ERPSolutions