This course reviews the required CRM workflow and best practices for managing leads and opportunities in Odoo. Employees will learn how to document customer requirements, create quotations, schedule follow-ups, and maintain accurate CRM records to support sales, production planning, and forecasting.
Learning Objectives
By the end of this course, employees will be able to:
- Navigate the CRM sales pipeline
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Create and manage leads and opportunities in order to be successful
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Document customer requirements using the Chatter
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Generate quotations from opportunities
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Schedule follow-up activities according to company standards
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Apply CRM data hygiene best practices
