CRM Module Training in Odoo

Course group: Information and Communication Technologies, Computer Use

Objective: Using Odoo’s CRM module at a key user level.

Course Description

• User profile, Odoo views, creating filters, user default settings, dashboard, followers, messages, and activity log.
• Core CRM module settings, process structure.
• Using the sales pipeline, followers, messages, and activity log.
• Creating and using automated activities.
• Reporting.
• Client-specific examples.

Learning Outcomes

Upon completion, the participant:

• Understands the core settings of the CRM module.
• Can design the sales pipeline according to the company’s sales process.
• Has knowledge of how to implement automated activities to optimise the sales process.
• Can use scheduled actions.
• Can follow the sales pipeline process from sales opportunity through to sales quotation.
• Can create and customise various reports.

• Has the knowledge and skills to adapt or improve the CRM according to company needs.

Course Details

Volume: 5 academic hours total, of which 2.5 hours are independent work and practical exercises.

Language: English

Duration: up to 1 month

Price per participant: €300 + VAT

Completion Requirements

Participants who achieve the learning outcomes and successfully pass the assessment receive a certificate. Those who do not participate in the assessment or do not pass receive an attendance confirmation. An attendance confirmation is also issued if the participant discontinues the course — in that case, only the topics attended are listed.