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Odoo 19 Leadership, CRM, Sales & Projects Masterclass

Name: Odoo 19 Leadership, CRM, Sales & Projects Masterclass
Rating: 5.0 (1 reviews)

Master Odoo 19 CRM, sales, project management, and leadership strategies to build teams and achieve business growth.

Created byApex_ Business

Last updated 9/2026

English

English [Auto],

What you'll learn

Apply practical leadership frameworks to make better business decisions
Identify common leadership mistakes that reduce team performance
Use servant leadership principles to inspire and support teams
Build trust, accountability, and ownership across the workplace
Communicate goals clearly and align teams around priorities
Delegate tasks effectively without losing control or quality
Match tasks to the right employees based on skills and responsibility
Avoid delegation mistakes that create stress and bottlenecks
Improve employee engagement, productivity, and team motivation
Odoo 19 Project Management Excellence
Turn business strategy into clear execution plans
Identify high-potential employees and future leaders
Develop stronger leadership pipelines inside an organization
Handle difficult employees with confidence and professionalism
Resolve workplace conflicts using practical leadership techniques
Create a stronger team culture based on trust and performance
Navigate the Odoo 19 CRM dashboard with confidence
Create, qualify, and manage leads inside Odoo 19 CRM
Convert leads into opportunities using structured CRM workflows
Build and optimize sales pipelines in Odoo 19
Track sales activities, follow-ups, and customer communication
Automate CRM and sales processes to reduce manual work.
Use AI-powered CRM insights to support smarter sales decisions
Analyze pipeline performance and identify sales improvement areas
Forecast revenue using Odoo 19 CRM reporting tools
Manage customers, partners, and contacts more effectively
Recover lost opportunities using practical CRM analysis techniques
Build scalable leadership and CRM systems for business growth

Course content

8 sections • 40 lectures • 8h 30m total length

Master the Odoo 19 CRM Dashboard in Minutes23:01
Master the Odoo 19 CRM dashboard in minutes by navigating multi-view pipelines (Kanban, list, calendar, pivot, graph, map), managing opportunities, activities, and quotes, with loss reasons and lead conversion.
CRM Essentials: Build Strong Customer Relationships Fast8:25
Explore how the odoo 19 crm module turns leads into opportunities with a visual sales pipeline, drag-and-drop stages, activity scheduling, and multiple views from kanban to calendar.
Create High-Quality Leads That Convert into Customers14:16
Create and manage leads in Odoo 19 CRM, including manual lead creation, automatic email lead generation, and assigning salespeople to track leads across kanban, list, and graph views.
Convert More Leads into Sales with Proven CRM Workflows7:00
Convert leads into opportunities in the odoo 19 crm module and move deals through the sales pipeline. Assign salespeople, set expected revenue, and create quotations within the opportunity.
Plan & Track Sales Activities for Peak Team Performance7:00
Convert a lead into a sales opportunity in the Odoo19CRM module and move it through the pipeline stages from new to qualified, with quotations or rental orders and scheduled activities.
Visualize Your Pipeline & Close More Deals Faster10:57
Visualize and manage the Odoo 19 CRM sales pipeline by customizing stages, dragging opportunities between stages, and using Kanban, list, calendar, pivot, map, and activity views to close deals faster.

Uncover Hidden Revenue with Advanced Pipeline Analytics6:52
Explore advanced pipeline analytics in the Odoo CRM dashboard to measure win/lose ratios, conversion rates, and prorated revenue across graph, pivot, cohort, and list views.
Master Partner & Membership Management Like a Pro6:26
Discover how to manage memberships and partnerships in Odoo 19 by linking them to the crm module, creating service products, applying price lists and discounts, and generating invoices and payments.
Boost Sales with AI-Powered CRM Insights in Odoo 192:17
Explore AI insights in the Odoo 19 CRM module by creating a lead, entering company and contact details, and using AI probability to predict win chances and expected revenue.
Win Back Lost Deals with Smart Opportunity Analysis4:10
Learn how to mark opportunities as lost in the CRM module, select and create lost reasons with closing notes, and restore or filter lost deals to drive sales improvement.
How to Create, Edit, and Organize Contacts in Odoo 191:45
Create a lead in Odoo 19 CRM and automatically generate a contact under sales customers, then fill in name, email, phone, and revenue in the kanban pipeline.

Build a Sales Pipeline That Closes More Deals in Odoo 1910:06
Master the Odoo 19 enterprise crm to manage leads, automate follow-ups, and close more deals with ai-driven insights, stage-based pipelines, and customizable dashboards.
The Lead Conversion Formula: Turn Prospects into Customers Fast9:43
Activate and manage leads in Odoo 19 CRM to capture inquiries, qualify prospects, and convert them into opportunities, tickets, and quotations using Probability AI and advanced win rate analysis.
Automate Sales Like a Pro & Eliminate Manual CRM Work12:35
Explore how to automate sales in Odoo 19 CRM by configuring teams, leads, assignment rules, domain filters, activity plans, recurring plans, tags, and commissions, to eliminate manual CRM work.
AI Lead Generation Secrets: Get More Qualified Leads Automatically8:29
Discover ai-driven lead generation in Odoo CRM by configuring lead mining, visits to leads, and enrichment to convert website visitors into qualified leads using predictive scoring and rule-based assignments.
Predict Revenue Like a Pro with Odoo 19 CRM Analytics3:25
Explore how the Odoo 19 CRM Reporting feature tracks and analyzes sales activities, forecasts revenue, and visualizes the pipeline through kanban, pivot, graph, and list views.

Configure Smart Projects & Workflows in Odoo 1913:34
Learn how to create and manage projects in Odoo 19, using Kanban dashboard, tasks, milestones, timesheets, and smart buttons to track progress, schedule work, and billable tasks.
Plan, Organize, and Deliver Projects Successfully9:29
Explore how to plan, organize, and deliver projects in Odoo 19, using timesheets, burndown charts, milestones, profitability insights, and seamless links to sales orders for complete project control.
Manage External Services and Subcontracting Operations9:26
Manage tasks and projects in Odoo 19 by using My Task and All Tasks views, configure project stages and timesheets, and leverage reporting and customer ratings to improve project performance.
Create Powerful Project Dashboards for Better Decisions12:28
Explore the new Odoo 19 project module features, including templates, milestones, Gantt view, dashboards, and advanced visibility with invited users and collaborators, plus mass timesheet management.
Track Tasks, Timesheets, and Team Performance Automatically21:05
Explore how to manage and automate projects in Odoo 19, from creating projects and tasks to timesheets, milestones, Kanban and list views, reports, and customer ratings.
Optimize Project Visibility with Advanced Odoo 19 Tools2:55
Enable the subcontracted service in the purchase tab to auto-generate RFQs and require a vendor, creating separate purchase orders for each sale in Odoo 19.

Make Smarter Decisions: Master the 7-Step Leadership Framework22:57
Master the seven-step leadership framework to improve decision making by clearly defining the decision, expanding options, gathering and testing information, and balancing intuition with analysis.
Stop Bottlenecks: 10 Leadership Mistakes That Hold Teams Back16:11
Master the art of decision-making by avoiding 10 leadership mistakes, delegating effectively, fostering psychological safety, and weighing long-term consequences to prevent bottlenecks and boost team performance.
Servant Leadership Secrets: Bust 11 Myths & Inspire Teams Fast16:08
Explore 11 servant leadership misconceptions and learn that true leadership serves the mission and team, not personal reward, with accountability and level 5 leadership driving success.
Clarity That Drives Results: Align Teams & Communicate Effectively14:31
Set clear expectations to improve alignment and performance, avoiding vagueness, assumptions, and micromanagement. Write them down, verify understanding, provide authority and resources, set milestones and open feedback to drive results.
Extreme Ownership: Take Control & Build a Safe, High-Trust Team16:52
Learn the do's and don'ts of leadership, emphasizing ownership, accountability, caring for your team, building a culture of safety, timely feedback, clear expectations, and empowering autonomy.

Turn Conflict into Growth: Use Disagreement to Strengthen Teams16:15
Learn to turn conflict into growth by encouraging disagreement, appreciating teams, and empowering decisions. Build vision and purpose, and leadership that serves your team to develop leaders and boost productivity.
Earn Lasting Trust: Lead with Integrity, Humility & Influence25:48
Master delegation by clarifying outcomes, granting appropriate authority, and providing resources to build trust, empower your team, and create scalable leadership.
Delegate Like a Leader: Empower Teams & Avoid Burnout9:27
Identify the right person for the right responsibility to boost productivity, build trust, and empower ownership, while weighing role fit, skills, growth, and workload to prevent burnout.
Perfect Team Delegation: Match Tasks to the Right Person Every Time17:16
Master delegation by aligning tasks with the right person, ensuring clarity, authority, and support; empower autonomy, purpose, and ownership to boost team performance and outcomes.
Delegation Mastery: 10 Rules to Multiply Impact & Reduce Stress12:01
Master delegation by avoiding common mistakes like unclear expectations, micromanaging, abdication, and ignoring the load, while strengthening culture, communication, training, and authority to multiply impact and reduce stress.

Avoid Delegation Fails: 12 Mistakes Leaders Make & How to Fix Them13:52
Delegate with clarity to amplify results and reduce bottlenecks while focusing on your key result areas. Learn when and what to delegate, guided by the 80/20 and 70% rules.
Leadership Roadmap: Scale Your Influence Through Smart Delegation8:39
Learn how to delegate effectively to drive growth without abdication, selecting the right person, clarifying expected results, timelines, and authority, and providing resources and feedback to scale your influence.
Delegate with Precision: Step-by-Step Guide to Confident Execution14:45
Identify emerging leaders by assessing trust, integrity, growth mindset, and a servant approach. Develop influence, ownership, collaboration, listening, and the willingness to speak up and learn from mistakes.
Productivity Boost: Engage Employees & Drive Explosive Growth23:45
Develop leadership foundations, align mission, vision, and values, and foster culture and communication to boost employee productivity and drive organizational growth.
Turn Strategy into Action: Make Big Ideas Happen Fast22:42
Turn strategy into action by empowering decision making near the problem, serving your team, and delegating well to remove silos and boost productivity.

Spot Future Leaders: 25 Traits to Identify High-Potential Talent17:30
Identify the root causes of underperformance and apply fair, structured intervention frameworks to foster growth. Use practical steps for timely conversations, documentation, and, if needed, letting go.
Revive Underperforming Teams: Proven Frameworks to Unlock Potential18:50
Develop practical leadership strategies to manage difficult employees with structured, research-informed approaches that address behavior, set clear expectations, and sustain team performance.
Handle Difficult Employees: Fix Toxic Behaviors with Confidence17:07
Apply advanced strategies for managing difficult employees, covering recurring conflicts, high-stakes performance issues, and legal or ethical considerations. Set clear expectations, provide training, assess fit, gather information, and monitor progress.
Odoo 19 Leadership and Sales Strategy Meeting
Odoo 19 Leadership, CRM, Sales, and Project Management Mastery Test
Build an Integrated CRM, Sales, and Project Management System in Odoo 19

Requirements

No prior leadership experience is required; this course starts from practical fundamentals
A general interest in leadership, team management, sales, or customer relationship management
No coding or technical development experience is required

Description

Leadership, CRM, Sales & Project Management Mastery with Odoo 19

Great organizations are built by great leaders, powered by effective sales systems, and executed through successful project management.

This comprehensive course combines modern leadership principles with practical CRM, sales management, and project execution strategies using Odoo 19.

You will learn how to lead teams with confidence, make smarter business decisions, delegate effectively, develop future leaders, resolve conflicts, improve productivity, and build a high-performance organizational culture.

At the same time, you will master Odoo 19 CRM to create powerful sales pipelines, automate workflows, generate and convert leads, forecast revenue, analyze performance, and leverage AI-powered insights to accelerate business growth.

You will also learn how to use Odoo 19 Project Management to plan, organize, execute, and monitor projects from initial planning to successful delivery. You will discover how to manage tasks, track project progress, collaborate with teams, control deadlines, analyze project performance, and improve operational efficiency.

Whether you manage a team, lead a department, own a business, handle sales operations, or manage projects, this course provides practical frameworks, real-world examples, and proven strategies you can apply immediately.

By the end of this course, you will possess the leadership skills, CRM expertise, sales management capabilities, and project management knowledge needed to build stronger teams, increase revenue, and deliver successful business outcomes.

Learning Outcomes

By the end of this course, you will be able to:

• Apply proven leadership frameworks to make better decisions
• Identify and eliminate leadership mistakes that reduce team performance
• Build trust, accountability, and ownership within teams
• Delegate tasks effectively and prevent management bottlenecks
• Develop high-performing employees and future leaders
• Manage conflict and difficult workplace situations professionally
• Increase employee engagement and organizational productivity
• Create and manage complete CRM pipelines in Odoo 19
• Generate, qualify, and transform leads more efficiently
• Automate CRM workflows and sales processes
• Utilize AI-powered CRM insights to improve sales performance
• Analyze pipeline performance and forecast future revenue
• Build stronger customer relationships and improve retention
• Create and manage projects using Odoo 19 Project Management
• Plan project stages, tasks, milestones, and deadlines effectively
• Track project progress, team workload, and project performance
• Manage timesheets, activities, and project collaboration workflows
• Monitor project profitability and operational efficiency
• Build scalable leadership, sales, and project execution systems

Who Is This Course For?

• Business Owners and Entrepreneurs
• Team Leaders and Supervisors
• Sales Managers and Sales Representatives
• Project Managers and Operations Managers
• CRM Administrators and Consultants
• Odoo ERP Users and Consultants
• Department Heads and Business Executives
• HR Managers responsible for team development
• Professionals seeking leadership and management advancement
• Anyone looking to improve sales performance and project execution

Why This Course Is Different

Unlike traditional leadership, CRM, or project management courses that focus on isolated skills, this course combines leadership development, customer management, sales growth, and project execution into one complete business transformation program.

You will learn how to:

• Lead people effectively while managing modern business systems
• Connect leadership decisions directly to measurable business outcomes
• Build accountable teams and scalable management structures
• Create high-performing sales pipelines inside Odoo 19 CRM
• Manage projects from planning through successful delivery
• Use automation and AI tools to increase efficiency and growth
• Improve collaboration between sales, operations, and project teams
• Transform business strategies into measurable execution plans

This unique combination creates a powerful skill set for managers, consultants, entrepreneurs, and professionals who want to master modern business management with Odoo 19.

Course Content Modules

Module 1: Leadership Foundations & Decision Making

• The 7-Step Leadership Decision Framework
• Common Leadership Mistakes and How to Avoid Them
• Servant Leadership Principles and Myths
• Communication and Team Alignment Strategies

Module 2: Trust, Accountability & Team Culture

• Extreme Ownership Principles
• Building Psychological Safety and Trust
• Conflict Management and Productive Disagreement
• Integrity, Humility, and Leadership Influence

Module 3: Delegation Mastery

• Effective Delegation Frameworks
• Matching Tasks to the Right Team Members
• Delegation Rules for Maximum Impact
• Common Delegation Mistakes and Solutions
• Leadership Scaling Through Delegation

Module 4: Team Performance & Talent Development

• Employee Engagement and Productivity Strategies
• Turning Strategy into Execution
• Identifying High-Potential Future Leaders
• Developing Leadership Pipelines
• Unlocking Team Performance

Module 5: Conflict Resolution & Performance Management

• Managing Difficult Employees
• Resolving Workplace Challenges Professionally
• Advanced Conflict Resolution Techniques
• Building Strong Team Cultures

Module 6: Odoo 19 CRM Foundations

• CRM Dashboard Overview
• Customer Relationship Management Essentials
• Lead Creation and Qualification
• Opportunity Management
• Pipeline Visualization and Optimization
• Customer and Partner Management

Module 7: CRM Automation & Sales Growth

• Sales Process Automation
• Commission Management Strategies
• Automated Lead Nurturing
• AI-Powered Lead Generation
• Sales Productivity Enhancement
• Customer Follow-Up Automation

Module 8: CRM Analytics & Revenue Forecasting

• Pipeline Performance Analysis
• Revenue Forecasting Techniques
• Partner and Contact Management
• AI-Driven Sales Insights
• Opportunity Recovery Strategies

Module 9: Odoo 19 Project Management Foundations

• Project Management Overview in Odoo 19
• Creating and Configuring Projects
• Project Stages, Tasks, and Workflow Management
• Assigning Responsibilities and Team Collaboration
• Managing Project Deadlines and Milestones
• Organizing Project Activities and Communication

Module 10: Advanced Project Execution & Monitoring

• Planning Projects from Start to Delivery
• Task Automation and Activity Management
• Timesheet Tracking and Productivity Analysis
• Managing External Services and Subcontractors
• Monitoring Project Progress and Performance
• Building Project Dashboards and Reports
• Improving Project Profitability and Operational Control

Transformation & Final Outcomes

After completing this course, you will transform from managing daily tasks and reacting to problems into becoming a confident leader who builds high-performing teams, scalable sales systems, and successful project operations.

You will be able to:

• Lead with confidence and clarity
• Build trust-based, accountable teams
• Delegate effectively without losing control
• Develop future leaders within your organization
• Resolve conflicts and improve workplace culture
• Create and optimize sales pipelines in Odoo 19
• Automate repetitive CRM processes
• Increase lead conversion rates and sales performance
• Manage projects professionally from planning to delivery
• Improve collaboration between teams and departments
• Use AI-powered insights to make smarter business decisions
• Drive sustainable organizational growth

Final Course Positioning:

This course is no longer only a Leadership + CRM course. It becomes a complete Odoo 19 Business Management Mastery Program covering:

Leadership & Team Development
CRM & Sales Growth
Project Management & Execution
Automation & AI Business Insights
Operational Excellence

This positioning will also give it stronger appeal on Udemy because it targets Managers, Entrepreneurs, Odoo Consultants, Sales Leaders, and Project Professionals rather than only CRM users.

Who this course is for:

This course is designed for professionals who want to improve leadership performance, manage teams more effectively, and build stronger CRM and sales systems using Odoo 19.
Business owners and entrepreneurs who want to lead teams and increase sales performance
Team leaders, supervisors, and managers responsible for employee performance and execution
Sales managers and sales representatives who want to manage leads, pipelines, and customer relationships more effectively
CRM users, administrators, and consultants who want to master Odoo 19 CRM workflows
Odoo ERP users and consultants who want practical CRM and sales management skills
Project managers who need better leadership, delegation, and communication skills

Odoo 19 Leadership, CRM, Sales & Projects Masterclass

What you'll learn

Explore related topics

Course content

Customer Relationship & Lead Management6 lectures • 1hr 11min

CRM Analytics, Growth & Optimization5 lectures • 22min

CRM Foundations & Sales Pipeline Mastery5 lectures • 44min

Odoo 19 Project Management Excellence6 lectures • 1hr 9min

Leadership Foundations & Effective Decision-Making5 lectures • 1hr 27min

Trust, Influence & Delegation Excellence5 lectures • 1hr 21min

Advanced Delegation & Leadership Execution5 lectures • 1hr 24min

Talent Development & High-Performance Teams4 lectures • 53min

Requirements

Description

Who this course is for: