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Getting StartedManaging Contacts and Importing Data in Odoo: A Setup Guide for SMEs
An APAA step-by-step guide to creating, organising, and bulk-importing contacts in Odoo — covering contact types, the key form fields, export, and a clean data migration.
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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 & 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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Website & E-commerceBuilding Smarter Contact Forms in Odoo Website: A Hands-On Guide for HK SMEs
How to set up Odoo Website contact forms that feed straight into CRM, Helpdesk, or Project — covering form actions, tabs, field types, and conditional visibility.
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