Odoo Training

When create new Project, do NOT create new stages, but always choose from existing stages. these article shows you the detail steps how to do that.

Note 1, once a Project is "Archived", the Project name will be removed from the Task Stage. No need to worry too many names under one Stage.

Note 2, we will create a Project Template so you don't have to create new Stages each time.

Mandatory steps for all users, odoo can record the email only after you finish this step.

In this video, discover how to install and use the Odoo Gmail Mailbox Plugin. 00:00 - 00:24 Introduction 00:25 - 00:44 Settings 00:45 - 01:49 Install Gmail Plugin 01:50 - 03:08 Create Opportunities 03:09 - 04:42 Create Tasks 04:43 - 04:58 Conclusion **Check out more Odoo tutorials** - https://www.odoo.com/slides/marketing-27 **App documentation** https://www.odoo.com/documentation/17.0/applications/sales/crm.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/6Uv - Start a free trial: https://www.odoo.com/r/aBC

From Lisa: 

This is mandatory to install onto your Google Workspace, this Plugin will make so easy to:

1. create a contact, 

2. create an opportunity, 

3. create ticket,

4. create task, 

5. record a new or existing Gmail into odoo.

Tips:

Just one-click away!