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Odoo 12 Essentials - Learn the CRM Application
Rating: 4.3 out of 5(66 ratings)
399 students

Odoo 12 Essentials - Learn the CRM Application

See step-by-step how to setup a full CRM Pipeline using Odoo 12's Customer Relationship Management (CRM) Application.
Created byOdoo Class Videos
Last updated 10/2018
English
English [Auto],

What you'll learn

  • Implement a CRM Pipeline in Odoo 12
  • Customize your Sales Pipelines
  • Understand Odoo's messaging and channel system
  • Use leads to pre-qualify customers before creating opportunities

Course content

1 section • 7 lectures • 1h 8m total length

  • Introduction - Creating the Odoo Database and Installing the CRM Application3:25

    Set up an Odoo 12 database, install the CRM application, and log in to access the discuss area for CRM configuration.

  • Odoo Discussions and Creating Our First Opportunity in Odoo CRM13:18

    Create and manage your first CRM opportunity in Odoo by using a pipeline with stages, schedule activities, log calls, and use discussion channels for training and coordination.

  • Exploring Odoo's Integrated Communication Features9:37

    Explore how Odoo crm tracks opportunities through the pipeline, schedules activities, and uses integrated communication to send messages, log notes, and follow a crm channel for team collaboration.

  • Taking a Closer Look at Opportunities14:58

    Explore opportunity details in the crm, adjust stage-based probabilities, set expected closing dates and revenue, and manage contacts, notes, tags, campaigns, and loss reasons to refine your sales pipeline.

  • Creating Custom Pipeline Stages and Scheduling Meetings12:18

    Create and customize pipeline stages in Odoo 12 CRM to manage financing in opportunities and schedule meetings using activity types, calendar scheduling, reminders, and tags.

  • Managing Leads and Turning them into Opportunities9:18

    Explore how to manage leads in Odoo 12 CRM, use the pre-qualifying lead option, and convert leads into opportunities, updating the pipeline and tracking changes.

  • Odoo CRM Reporting5:07

    Explore Odoo 12 CRM reporting, viewing and filtering leads by team, analyzing the pipeline and revenue expected, and viewing data in charts, grids, and pivot views.

Requirements

  • Basic Computer Skills & Ability to Navigate a Web Browser
  • Odoo 12 Community Edition (It is FREE and Open Source)

Description

Odoo 12 offers a simple yet powerful CRM (Customer Relationship Management) Application that allows you to easily manage your sales pipelines. In this course we use a real-world example to demonstrate how to setup an Odoo.

  • Create a sales Pipeline from scratch

  • Use Odoo's integrated communication features to keep customers and team members informed

  • Learn how to schedule activities and meetings

  • Create custom stages to better structure a sales pipeline for your business

  • Configure your own custom activities that allow you to chain together activities to create a powerful CRM workflow

  • See how to setup leads to pre-qualify your customers before they become opportunities.

Learn with real-world examples

Unlike many Odoo functional courses that just walk you through menu items or provide contrived examples, OdooClass uses real-world cases that we have actually worked through with real clients using Odoo. Along the way you learn tips and tricks to configuring Odoo CRM that you simply won't find anywhere else.


Who this course is for:

  • Anyone who wishes to learn how to implement Odoo's CRM Application
  • Learn the basics of setting up a CRM pipeline in Odoo 12

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