Odoo CRM
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CRM Basics: Pipelines & Opportunities
CRM Basics & Pipelines
In this course, you'll learn by practicing. Search answers to the following questions using the demo database. If you are blocked on a question, have a look at the video or documentation, but it's optional.
By answering these questions, you'll learn what makes the difference between good and great sales teams: the tool they use to organize themselves! Let’s learn how to organize your sales activities with the pipeline: analyze sales forecasts and activities, manage opportunities, and score leads.
Use the data from https://demo.odoo.com to answer these questions. Did you mess up? Start over with clean data by clicking Restart on the homepage! |
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1.
When creating an opportunity, what’s the only field that is required (bolder underline)?
2.
How do you customize a stage from the main CRM dashboard (in Kanban view)?
3.
How do you schedule an activity for an opportunity from the main CRM dashboard (in Kanban view)?
4.
In the ‘Extra Information’ tab of an opportunity form, what sections of information can be found?