The Webinar will cover the CRM module in Odoo 14 and create a strong knowledge base for attendees.
Date
NOV 19,2020
Syllabus
Course Objective:
The key objective behind Odoo Functional Webinar is to literate the Odoo users, Consultants, Partners and other public on Odoo. The webinar envisions sharing how Odoo functions in various modules and how Odoo’s incorporation at the business place improves the operational speed and effectiveness.
The Webinar will cover the CRM and Sales modules in Odoo 14 and create a strong knowledge base for attendees. The demonstration of the key app will provide participants an in-depth overview.
Course Content:
1. Introduction
2. CRM
a. Overview
b. How to create Leads and different Lead creation types
c. How to schedule Activity
d. Managing Activity in Odoo
e. How to convert leads into Opportunities f. How to create a Sale order from CRM
g. Managing Rental Orders in Odoo 14 CRM
h. Commission plan in Odoo 14 CRM
i. How to create and edit stages in Odoo 14
j. Creating a Sales team and team overview
k. Creating lost reasons in Odoo 14
l. Lead Scoring in CRM