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Odoo CRM & Sales
(Leads, Pipeline Management, Quotations & Sales Orders)
Course Overview
This course focuses on managing the complete sales cycle in Odoo, from lead generation to quotation and sales order confirmation. Participants will learn how to structure their sales pipeline, track opportunities, and convert prospects into customers using Odoo CRM and Sales modules.
Course Objectives
By the end of this course, participants will be able to:
- Manage leads and opportunities effectively
- Build and customize sales pipelines
- Create, track, and follow up on quotations
- Convert quotations into sales orders
- Monitor sales performance using reports and dashboards
Target Audience
This course is ideal for:
- Sales teams and sales managers
- Business owners and executives
- CRM administrators
- Functional Odoo consultants
- Customer relationship management users
Prerequisites
- Completion of Odoo Fundamentals (Beginner Level) or equivalent knowledge
- Basic understanding of sales processes
Course Outline
Module 1: CRM & Sales Overview
- CRM vs Sales in Odoo
- Sales cycle and business flow
- Key CRM and Sales concepts
Module 2: Lead Management
- Creating and capturing leads
- Lead qualification and enrichment
- Assigning leads and activities
- Converting leads into opportunities
Module 3: Opportunity & Pipeline Management
- Opportunity stages and pipelines
- Customizing stages and probabilities
- Activities, follow-ups, and scheduling
- Sales team configuration
Module 4: Quotations Management
- Creating quotations
- Products, price lists, and discounts
- Quotation templates
- Sending and tracking quotations
Module 5: Sales Orders Workflow
- Confirming quotations
- Sales order lifecycle
- Invoicing basics from sales
- Integration with inventory and accounting
Module 6: Sales Reporting & Performance
- Sales analysis reports
- Pipeline and forecast views
- KPI tracking and dashboards
Practical Coverage / Hands-On Work
- Setting up a sales team and pipeline
- Managing leads and opportunities in real scenarios
- Creating quotations and converting them to sales orders
- Tracking sales activities and performance
Learning Outcome
Participants will be able to manage the full sales lifecycle in Odoo, from lead acquisition to order confirmation, while maintaining visibility and control over their sales pipeline and performance.