Odoo CRM Courses

Odoo CRM helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next activities.

Odoo CRM is a comprehensive customer relationship management tool that has been adopted by a wide range of industries and companies worldwide.

It facilitates predictive lead scoring and assists businesses in effectively planning various operations.

Course Content:

• 1. Odoo CRM
• • 1.1 Creating Leads and Lead Management in Odoo
  • • 1.1.1 Creating leads from incoming emails
    • 1.1.2 Creating leads from Website form
    • 1.1.3 Generate lead through Visits to Leads feature
    • 1.1.4 Generate lead through Lead Enrichment feature
    • 1.1.5 Generate leads through Lead Mining feature
    • 1.1.6 Outlook CRM Extension
    • 1.1.7 Lead Scoring in CRM
  • 1.2 Scheduling Activities to lead and Opportunities
  • 1.3 Managing and Creating Activity in Odoo
  • 1.4 Converting leads into Opportunities
  • 1.5 Creating Sale order from CRM
  • 1.6 Managing Rental Orders in Odoo CRM
  • 1.7 Commision plan in Odoo CRM
  • 1.8 Creating and editing stages in Odoo
  • 1.9 Creating a Sales team and team overview
  • 1.10 Creating Customers with Odoo CRM
  • 1.11 Pipeline Management with Odoo CRM
  • 1.12 Creating lost reasons in Odoo CRM
  • 1.13 Creating Tags and Recurring plans with Odoo CRM