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How a Salesperson Can Be Assigned to Multiple Sales Teams in Odoo 18

Odoo 18 introduces a range of enhancements that streamline business operations, making it one of the most powerful ERP solutions available today. One such improvement is the ability to assign a salesperson to multiple sales teams, a crucial feature for businesses with dynamic sales structures. Whether you're managing regional teams, specialized product lines, or industry-specific sales groups, Odoo 18 offers the flexibility needed for optimal sales performance. If you're considering an Odoo implementation , understanding this feature can help you better structure your sales force and boost efficiency. Why Assign a Salesperson to Multiple Sales Teams? Sales operations often require flexibility. In many businesses, a salesperson might work across different teams to maximize reach and effectiveness. Some key benefits of this feature in Odoo 18 include: Better Sales Team Collaboration – Sales representatives can contribute to multiple teams, ensuring leads are assigne...
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How to Configure Client Action in Odoo 18: A Step-by-Step Guide

 Many businesses today consider Odoo as one of the most adaptable ERP solutions which provides comprehensive tools for operational optimization and resource management as well as enable efficient growth. The ability to tailor client actions stands as a main characteristic which contributes to Odoo's flexibility. Business owners alongside developers need to understand client action configuration because it facilitates the enhancement of their Odoo experience. This guideline shows the complete setup process for client actions in Odoo 18 while introducing the Linkly function of Odoo which enables simple record and action linking. What Are Client Actions in Odoo? Client actions in Odoo act as customized behavioral and workflow definitions which you can use for controlling how users interface with the system. Client actions in Odoo lead to triggering a subset view display along with executing Javascript commands which may include web page redirection to external URLs as needed. T...

What are the Basic Views in Odoo 18?

Introduction The Odoo 18 system operates as a flexible and open-source ERP solution that uses modular structures to optimize business workflow management. The key design feature of Odoo is its views which establish both user interface presentation rules and user interaction capabilities. For optimizing workflows inside the system it becomes crucial to understand these views. Understanding Views in Odoo What Are Views in Odoo? The XML-based templates found in Odoo serve the purpose of showing records to end users. The appearance as well as both layout and fields of data structure within a module is determined by views. Importance of Different Views The different views fulfill distinct operational requirements one from another. The system offers two features: one enables data insertion and the other displays graphical displays of records to aid better decision-making. The selected view determines both operational speed and the user interface. Types of Basic Views in Odoo 18 Fo...