Sales & CRMHow to Create a Professional Quotation for Free: A Practical Guide for HK SMEs
You don't need to buy software to produce a quotation that wins client trust. This guide breaks down the must-have elements, formatting rules, common mistakes, and several free ways to build one.
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Sales & CRMAutomating Sales Follow-Ups with Activity Plans in Odoo CRM
How Hong Kong SMEs use Odoo CRM activity plans to turn a repetitive follow-up sequence into a one-click template — consistent process, nothing forgotten, less data entry.
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Sales & CRMThe Complete Odoo CRM Guide for Hong Kong SMEs: From First Enquiry to Closed Deal
A practical, end-to-end walkthrough of Odoo CRM for HK SMEs — pipeline management, lead capture and routing, activity follow-ups, quotations, UTM tracking, and sales reporting that helps you close more deals.
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Sales & CRMPipelines and Opportunities in Odoo CRM: A Foundations Guide for HK SMEs
A practical walkthrough of setting up and running a sales pipeline in Odoo CRM — building stages, creating opportunities, scheduling activities, and tracking every deal from first contact to close.
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Sales & CRMTurning Won and Lost Deals into Data in Odoo CRM
How to mark opportunities won or lost in Odoo CRM, build custom lost reasons, restore deals that come back, and use win/loss data to sharpen your sales process.
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Sales & CRMRunning Email Campaigns in Odoo: A Practical Guide for Hong Kong SMEs
A hands-on walkthrough of Odoo Email Marketing for HK SMEs — building mailing lists, composing and testing emails, organising campaigns, and reading the metrics that tell you what actually worked.
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Sales & CRMSelling Configurable Products with Variants in Odoo Sales
How to set up product variants in Odoo Sales using attributes like colour and size, configure variant pricing and exclusions, and use the product configurator on quotations.
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Sales & CRMOdoo Sales for Beginners: Creating Your First Quotation
A step-by-step walkthrough for HK SMEs on creating, customising, and sending your first quotation in Odoo Sales — covering customers, products, sections, and turning a quote into a confirmed order.
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Sales & CRMScheduling Activities in Odoo: One System to Replace Every Sticky Note
A hands-on guide to creating, scheduling, and managing activities in Odoo so your team stays organised across CRM, Projects, Sales, and any record with a chatter.
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Sales & CRMBuilding Recurring Revenue with Odoo Subscriptions: A Guide for HK SMEs
How Hong Kong SMEs can use Odoo Subscriptions to sell recurring products, automate billing, upsell existing customers, and track MRR — all from one connected system.
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Sales & CRMSetting Up WhatsApp in Odoo: Connection and Message Templates for HK Businesses
A step-by-step guide to connecting WhatsApp to Odoo via the Meta API and building dynamic message templates for invoices, sales confirmations, and customer messaging.
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