Odoo 12 Essentials - Learn the CRM Application

Odoo 12 Essentials - Learn the CRM Application

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.

See step-by-step how to setup a full CRM Pipeline using Odoo 12's Customer Relationship Management (CRM) Application.

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What you will learn

• Implement a CRM Pipeline in Odoo 12
• Customize your Sales Pipelines
• Understand Odoo's messaging and channel system

Rating: 4.45

Level: All Levels

Duration: 1 hour

Instructor: Odoo Class Videos