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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.
Instructor:
Odoo Class Videos
159 students enrolled
English [Auto]
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

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.

Introduction

1
Introduction - Creating the Odoo Database and Installing the CRM Application
2
Odoo Discussions and Creating Our First Opportunity in Odoo CRM
3
Exploring Odoo's Integrated Communication Features
4
Taking a Closer Look at Opportunities
5
Creating Custom Pipeline Stages and Scheduling Meetings
6
Managing Leads and Turning them into Opportunities
7
Odoo CRM Reporting
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Includes

1 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
Odoo 12 Essentials – Learn the CRM Application
Price:
$29.98 $24

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