00:06 CRM is a process of tracking interactions with leads and customers. 01:19 Customizable stages and options in Odoo CRM opportunities. 02:24 Create new stages and opportunities in Odoo CRM 03:34 Creating and managing a new opportunity in CRM 04:43 Scheduling activities and customizing activity types 05:58 Logging activities and scheduling them in Odoo CRM 07:04 CRM Pipelines & Opportunities 08:18 Opportunities can be moved between stages in Odoo CRM Crafted by Merlin AI.
Why when I click on the settings do I not see automations? When I signed up for Odoo I needed automations e.g. when I moved an opportunity to a different stage, send the customer an email. I had to go into developer settings to do it, gave up and moved to projects where this was easier but doesn't fit my biz model. Anyway, where's the automations in the settings ?
Hey there! Thanks for checking out the video. I'm sorry your menu is different. Could I ask, what version are you on? Though not listed I wanted to be transparent that this video was shot on Odoo 17. The menu *should* appear on them for it :)
@@Jose-Odoo Odoo saas~16.3+e (Enterprise Edition) how do I update because I need that on CRM. I am a realtor and like to send my clients emails as the transaction progresses. I currently do it in projects as a work around but fits better in CRM. Also while I have you, I wish activities ended up in the To Do module and to me an activity is a to do
@@sumaiakablan28 Yes, it is. This is a part of a general practice to eliminate useful features, effectively limiting the use of CE and open-source variants of the software, making it effectively a form of an "open-source bait", not even trial. It is angering.
Can you recommend what version, app should I begin using. I do not want to reinvent the wheel. I sell services and have a team of 10 people, based in several countries. Can I just begin using the CRM module or do I need more programming. I have no time to develop, I need to use something available and practical
can you please help me out i have no idea about odoo i jnow django python, but nothing about odoo.Coming week i am stat=rting my odoo internship. i don't know whicj course in what manner on youtube should i take. please help me out there are no many tutorials on this channel related to odoo can you give me a guide .
Owoo, your voice is so deep that in the first 4min I was waiting for you to say "Joking" and till now I am kind off waiting still hahahaha, congratulation for the video and for the voice as well
00:06 CRM is a process of tracking interactions with leads and customers.
01:19 Customizable stages and options in Odoo CRM opportunities.
02:24 Create new stages and opportunities in Odoo CRM
03:34 Creating and managing a new opportunity in CRM
04:43 Scheduling activities and customizing activity types
05:58 Logging activities and scheduling them in Odoo CRM
07:04 CRM Pipelines & Opportunities
08:18 Opportunities can be moved between stages in Odoo CRM
Crafted by Merlin AI.
Does this CRM have the ability to create more than 1 pipeline (like Pipedrive)?
Why when I click on the settings do I not see automations? When I signed up for Odoo I needed automations e.g. when I moved an opportunity to a different stage, send the customer an email. I had to go into developer settings to do it, gave up and moved to projects where this was easier but doesn't fit my biz model. Anyway, where's the automations in the settings ?
Hey there! Thanks for checking out the video. I'm sorry your menu is different. Could I ask, what version are you on? Though not listed I wanted to be transparent that this video was shot on Odoo 17. The menu *should* appear on them for it :)
@@Jose-Odoo Odoo saas~16.3+e (Enterprise Edition) how do I update because I need that on CRM. I am a realtor and like to send my clients emails as the transaction progresses. I currently do it in projects as a work around but fits better in CRM. Also while I have you, I wish activities ended up in the To Do module and to me an activity is a to do
I have Odoo 17.0-20240209 (Community Edition) and also I am not getting the automation option ..is this something related to enterprise ?
@@sumaiakablan28 Yes, it is. This is a part of a general practice to eliminate useful features, effectively limiting the use of CE and open-source variants of the software, making it effectively a form of an "open-source bait", not even trial. It is angering.
how will i know that the lead added is in which date? please help. if i want to sort daily leads or weekly leads, how to do it?
Are you able to create multiple pipelines in Odoo?
No. They actually want to rip their users by terming small needs as customizations.
Can you recommend what version, app should I begin using. I do not want to reinvent the wheel. I sell services and have a team of 10 people, based in several countries. Can I just begin using the CRM module or do I need more programming. I have no time to develop, I need to use something available and practical
can you please help me out i have no idea about odoo i jnow django python, but nothing about odoo.Coming week i am stat=rting my odoo internship. i don't know whicj course in what manner on youtube should i take. please help me out there are no many tutorials on this channel related to odoo can you give me a guide .
Owoo, your voice is so deep that in the first 4min I was waiting for you to say "Joking" and till now I am kind off waiting still hahahaha, congratulation for the video and for the voice as well
Could you please create some tutorials like this in Spanish??
yes thank you