CRM
Completed
- CRM Basics
- Lead Generation
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Lead Management
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- Join this Course to access resources
- Quiz
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- Performance Analysis
CRM Basics: Pipelines & Opportunities
CRM Basics & Pipelines
In this course, you'll learn by practicing. Search answers to the following questions using the demo database. If you are blocked on a question, have a look at the video or documentation, but it's optional.
By answering these questions, you'll learn what makes the difference between good and great sales teams: the tool they use to organize themselves! Let’s learn how to organize your sales activities with the pipeline: analyze sales forecasts and activities, manage opportunities, and score leads.
Use the data from https://demo.odoo.com to answer these questions. |
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1.
How do I customize a stage from the main CRM dashboard (in Kanban view)?
2.
How do I schedule an activity for an opportunity from the main CRM dashboard (in Kanban view)?
3.
In the ‘Extra Information’ tab of an opportunity form, what sections of information can be found?
Additional Resources
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