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Boost Productivity with Odoo 19 Mastery : HR, Docs & CRM
Role Play
Rating: 4.2 out of 5(25 ratings)
48 students

Boost Productivity with Odoo 19 Mastery : HR, Docs & CRM

Complete Odoo 19 Guide: HR, CRM, Frontdesk, Knowledge, Attendance & Document Management
Role Play
Created byVedAK_Mastery _Hub
Last updated 7/2026
English
English [Auto],

What you'll learn

  • Boost Productivity with Odoo 19 Mastery: HR, Docs & CRM
  • Analyze sales pipelines and improve revenue tracking
  • Manage partners, memberships, and contacts efficiently
  • Leverage AI-driven CRM insights for predictive sales and activity recommendations
  • Track and improve sales outcomes through lost opportunity analysis
  • Master employee management, payroll, time off, appraisals, goals, OKRs, and KPIs
  • Manage helpdesk tickets, frontdesk operations, and customer support workflows
  • Organize, categorize, and secure documents with advanced document management
  • Automate recruitment workflows, track candidate pipelines, and manage employee referrals
  • Capture attendance, plan shifts strategically, and generate insightful reports
  • Configure secure digital signatures and user access for compliance and efficiency
  • Utilize APIs and runtime technical URLs for integrations and developer tools

Course content

7 sections • 43 lectures • 7h 3m total length

  • Exploring the Odoo 19 CRM Dashboard23:01

    1. Overview of the Odoo 19 CRM interface

    2. Understanding the CRM dashboard layout

    3. Kanban view, list view, and reporting view

    4. Sales stages and visual indicators

    5. Filters, grouping, and search tools

    6. Key metrics and performance indicators

  • Introduction to Customer Relationship Management in Odoo 198:25

    1. What is CRM and why it matters

    2. CRM concepts in Odoo 19

    3. CRM module architecture

    4. CRM vs Sales module in Odoo

    5. User roles and access rights in CRM

  • Creating and Managing Leads in Odoo 19 CRM14:16

    1. What are leads in Odoo CRM

    2. Manual lead creation

    3. Importing leads from external sources

    4. Editing and updating lead information

    5. Lead status and assignment

    6. Lead tagging and prioritization

  • Lead-to-Opportunity Workflow in Odoo 19 CRM7:00

    1. Difference between leads and opportunities

    2. Lead qualification process

    3. Converting leads into opportunities

    4. Opportunity stages and probability

    5. Assigning salespersons and sales teams

  • How to Plan and Monitor Activities in Odoo CRM7:00

    1. Activity types (calls, meetings, emails, tasks)

    2. Scheduling activities from leads and opportunities

    3. Activity reminders and deadlines

    4. Tracking completed and overdue activities

    5. Collaboration and internal notes

  • How to Track Your Sales Pipeline in Odoo 1910:57

    1. Understanding the sales pipeline

    2. Managing opportunity stages

    3. Pipeline visualization using Kanban view

    4. Forecasting revenue and expected closing dates

    5. Monitoring team and individual performance

Requirements

  • No Prior Odoo Experience Needed – This course is suitable for beginners as well as those with some ERP exposure.
  • Basic Computer Skills – You should be comfortable using a computer, navigating web browsers, and managing files.
  • Optional: Familiarity with Business Processes – Knowledge of basic sales, HR, recruitment, or accounting processes will be helpful but is not required.

Description

From HR to CRM, from recruitment to attendance—master every module in Odoo 19!

Unlock the full power of Odoo 19 ERP and take your business management skills to the next level! This comprehensive course is designed to give you hands-on mastery of Accounting, Sales, Inventory, HR, CRM, Helpdesk, Frontdesk, Knowledge Management, Recruitment, Attendance, and Document Management in Odoo 19. Whether you are a business owner, HR professional, sales manager, or aspiring Odoo consultant, this course equips you with the knowledge to streamline operations, boost productivity, and make smarter decisions.

Dive deep into real-world workflows and explore how Odoo 19’s AI-driven CRM insights, automated HR processes, smart document management, and advanced reporting tools can transform your organization. Learn to manage employees, monitor attendance, track recruitment, analyze sales pipelines, and optimize customer support—all from a single unified platform. This course blends practical exercises with actionable strategies, ensuring you can apply what you learn immediately.

Take control of your business operations, become an Odoo expert, and gain the skills that top employers and organizations are seeking. By the end of this course, you’ll not only understand the theory but also master the tools, dashboards, and features that make Odoo 19 an industry-leading ERP.

Who This Course Is For

  • Business owners looking to streamline their operations

  • HR managers and payroll professionals

  • Sales and CRM teams seeking smarter pipeline management

  • Helpdesk and support managers

  • Recruitment and attendance coordinators

  • Aspiring Odoo consultants or ERP specialists

  • Anyone who wants to master Odoo 19 from scratch

Why Join This Course

  • Learn step-by-step, module-by-module, from sales and HR to CRM and documents

  • Gain practical skills with real-life examples and hands-on exercises

  • Boost your career potential with ERP and Odoo expertise

  • Understand how to leverage AI insights, automate workflows, and make data-driven decisions

  • Learn at your own pace with clear explanations and easy-to-follow lectures

What You’ll Learn

Module 1: Advanced CRM Analytics & Sales Management

  • Analyze sales pipelines and manage funnels efficiently

  • Visualize pipelines using Kanban and reporting views

  • Track stage-wise revenue and forecast vs actual revenue

  • Monitor team and salesperson performance

  • Leverage filters, grouping, and comparative views

  • Improve sales outcomes through lost opportunity analysis

  • Use AI-driven insights to predict opportunities and optimize activities

  • Quickly create and manage partners and contacts

Module 2: HR & Payroll Mastery

  • Explore the Odoo 19 HR ecosystem and core modules (Employees, Payroll, Time Off, Recruitment)

  • Manage the full employee lifecycle from hiring to exit

  • Set up contracts, salary rules, and payroll workflows

  • Streamline HR processes and integrate with Accounting

  • Configure user roles, access rights, and HR data best practices

  • Create and manage employees efficiently

  • Set up time off types and track leave allocation

  • Organize departments and manage hierarchy and reporting

Module 3: Customer Support & Knowledge Management

  • Get started with Odoo 19 Helpdesk: dashboards, tickets, and teams

  • Handle and resolve customer requests efficiently

  • Leverage helpdesk data for sales upselling

  • Manage visitor operations with Odoo Frontdesk

  • Create, categorize, and manage knowledge articles

  • Implement best practices for knowledge sharing and access rights

Module 4: Employee Performance & Time Off Management

  • Track unapproved leave requests and manage pending approvals

  • Create and manage employee appraisals

  • Set and monitor employee goals

  • Manage OKRs and KPIs for teams and individuals

  • Plan attendance strategically and report on trends

  • Explore latest attendance features, including biometric and flexible scheduling

Module 5: Document Management, Security & Developer Tools

  • Manage documents efficiently using Odoo 19 DMS

  • Organize documents with folders, tags, and version control

  • Collaborate using sharing, commenting, and approval workflows

  • Configure digital signature security and access rights

  • Explore developer tools: APIs, runtime URLs, and integration options

  • Manage sign-in features including multi-factor authentication and SSO

Module 6: Recruitment, Referrals & Talent Management

  • Master recruitment workflows, job postings, and candidate management

  • Build and manage a talent pool for future hiring needs

  • Track activities on job positions and monitor hiring tasks

  • Transform employee contracts and integrate with payroll

  • Configure and track employee referral programs

  • Analyze recruitment pipelines and metrics effectively

Don’t wait—take control of your business processes today! Enroll in this Odoo 19 ERP Complete Course and gain the skills to streamline operations, enhance productivity, and advance your career. Whether you’re managing sales pipelines, HR workflows, attendance, or document approvals, this course gives you everything you need to become an Odoo 19 expert.

Enroll now and start mastering Odoo 19 ERP today!

Who this course is for:

  • Business owners and managers looking to streamline operations.
  • HR professionals, payroll specialists, and recruitment coordinators.
  • Sales and CRM teams aiming to improve pipeline management and customer engagement.
  • Helpdesk, frontdesk, and support managers seeking efficient workflows.
  • Employees responsible for attendance tracking, appraisals, or document management.
  • Aspiring Odoo consultants or ERP specialists wanting full-module expertise.
  • Anyone eager to master Odoo 19 ERP for professional or business growth.

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