Home | Courses | odoo Fundamentals
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
- What is Odoo?
- Odoo editions and ecosystem
- Overview of Odoo apps and modules
Module 2: Odoo Interface & Navigation
- Dashboard and menus
- Records, views, filters, and search
- Favorites and shortcuts
Module 3: Database & Company Setup
- Creating and managing databases
- Company information and settings
- Users, roles, and access rights
Module 4: Core Business Applications Overview
- CRM and Sales overview
- Accounting and Invoicing basics
- Inventory fundamentals
- Purchase workflow overview
Module 5: Daily Operations in Odoo
- Creating and managing records
- Common workflows across modules
- Notifications and activity management
Module 6: Reporting & Dashboards
- Standard reports
- Pivot and graph views
- Basic data analysis
Practical Coverage / Hands-On Work
- Guided navigation exercises
- Realistic demo company setup
- End-to-end basic business workflows
- Hands-on practice using a training database
Learning Outcome
Participants will gain the confidence to navigate Odoo, perform basic configurations, and operate core applications efficiently, forming a strong foundation for functional, technical, or implementation-focused training paths.