CRM

0 %

Course content

CRM Basics
- Introduction to Odoo CRM 10 xp
  - Kvíz
- CRM Basics and Pipelines 40 xp
  - Kvíz
- CRM Basics: Probabilities & Sales Teams 40 xp
  - Kvíz
- CRM Scheduling Activities 40 xp
  - Kvíz
- Wins and Losses 10 xp
  - Kvíz
- Sales Teams Setup & Leads Assignment 10 xp
  - Kvíz
- CRM Activities Automations and Reporting 40 xp
  - Kvíz
- Sales Team Reporting 10 xp
  - Kvíz
- Gmail Mailbox Plugin 10 xp
  - Kvíz
- Outlook Mailbox Plugin 10 xp
  - Kvíz
- Marketing Attribution Report 10 xp
  - Kvíz
Lead Generation
- CRM Leads 40 xp
  - Kvíz
- Lead Generation - Forms & Email Aliases 40 xp
  - Kvíz
- Lead Generation - Events, Appointments, and Website Visitors 40 xp
  - Kvíz
- Lead Enrichment 40 xp
  - Kvíz
- Lead Mining 60 xp
  - Kvíz
Lead Management
- Predictive Lead Scoring 40 xp
  - Kvíz
- CRM Basics: Scheduled Activities & Moving Opportunities 10 xp
  - Kvíz
Performance Analysis
- Gamification 40 xp
  - Kvíz

CRM Activities Automations and Reporting

40 XP

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Comments (3)

In this video, learn how to work with Automations within the Odoo CRM application. 00:00 - 01:17 Introduction 01:18 - 01:39 Stage Automation Option 01:40 - 07:51 Create Automated Actions 07:52 - 09:11 Automated In-Action 09:12 - 09:26 Conclusion Other lessons related to this video: - Leads: https://www.odoo.com/slides/slide/leads-620?fullscreen=1 - Lead Enrichment: https://www.odoo.com/slides/slide/lead-enrichment-858?fullscreen=1# Need more information about Odoo apps? https://www.odoo.com/documentation/user Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.

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CRM

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CRM Activities Automations and Reporting