How to set up automatic email sending when changing the pipeline stage in Odoo (CRM)? In Odoo CRM, you can set it up so that when an opportunity moves to a certain stage of the pipeline, the system automatically sends an email to the client. This is convenient for welcome messages, req... CRM v18
How to set up different pipelines in CRM for different sales teams? Step 1: Create sales teams Go to the "CRM" module. In the "Settings" menu, select "Sales Teams": 3.Click on the "New" button to create a new team: 4.Fill in all the necessary details for each team (... CRM v17 команди продажу
How to work with actions in the CRM module? Odoo CRM is a powerful tool for managing customer interactions. One of the key features is the action system, which helps users perform various tasks and organize workflows. With actions, you can sche... CRM v16 дії