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Odoo CRM Functional Training 1-Week

Odoo CRM Functional Training 1-Week

₹ 8,000.00
8000.0 INR ₹ 8,000.00
₹ 8,000.00
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Responsible Husain
Last Update 31/08/2025
Members 1
  • Day 1 – Introduction & CRM Basics
    5Lessons ·
    • Overview of Odoo CRM
    • Understanding CRM workflow in Odoo
    • Navigating the Odoo interface
    • Creating and managing Sales Teams & Salespersons
    • Understanding Stages in the sales pipeline
  • Day 2 – Leads Management
    3Lessons ·
    • Lead creation methods:
    • Lead qualification process
    • Assigning leads to salespersons or teams
  • Day 3 – Opportunities & Pipeline Management
    5Lessons ·
    • Converting leads to opportunities
    • Customizing pipeline stages
    • Tracking opportunity progress
    • Adding activities (calls, meetings, emails, follow-ups
    • Using Kanban view for visual sales tracking
  • Day 4 – Communication & Activity Planning
    5Lessons ·
    • Scheduling and managing activities
    • Logging calls, meetings, and notes
    • Sending emails directly from Odoo
    • Integrating with calendar (Google)
    • Follow-up reminders and alerts
  • Day 5 – Quotations & Integration with Sales
    5Lessons ·
    • Creating quotations from opportunities
    • Sending quotations to customers
    • Tracking quotation status
    • Converting quotations to sales orders
    • Linking CRM with Sales, Inventory, and Invoicing
  • Day 6 – Reporting & Analysis
    4Lessons ·
    • CRM reports & dashboard overview
    • Sales pipeline analysis
    • Team performance tracking
    • sales commission configuration
  • Day 7 – Customization & Best Practices
    5Lessons ·
    • Adding custom fields in CRM
    • Modifying stages & workflows
    • Automating lead assignments
    • CRM tips for higher conversion rates
    • Q&A session & recap of all topics