CRM — 101 Base Odoo
Foundational CRM training for Sales Staff covering pipeline management, leads, opportunities, activities, email integration, forecasting, and reporting in Odoo 18.
| Responsible | Jeff Raymond |
|---|---|
| Last Update | 04/12/2026 |
| Members | 1 |
101-Base
CRM
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Learning Objectives
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Module 1: CRM Overview
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Module 2: Navigating the CRM Module
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Module 3: Leads & Opportunities
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Module 4: Managing the Pipeline
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Module 5: Activities & Follow-Ups
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Module 6: Email Integration
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Module 7: Forecasting
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Module 8: Won & Lost Management
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Module 9: Sales Teams
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Module 10: CRM Reporting
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Quick Reference & Glossary
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Knowledge Check Quiz10 xp
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