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Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

Learn how to use Odoo CRM to manage leads end-to-end: navigate your dashboard, create opportunities, move deals through the pipeline, and follow up consistently with the Green Clock rule. Keep all communication in Chatter, generate quotations, confirm wins, mark losses, and track performance with reports.
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Responsible Anson LowZF
Last Update 11/03/2026
Completion Time 2 hours 20 minutes
Members 4
Basic
    • Module 1.1 Your CRM Dashboard
      10 xp
    • Module 1.2: Creating Your First Opportunity
      10 xp
    • Module 1.3: Moving Through the Pipeline
      10 xp
    • Module 1.4: The Green Clock Rule (Never Miss a Follow-Up)
      10 xp
    • Module 1.5: Communication & Chatter (Keep Everything in One Place)
      10 xp
    • Module 1.6: Create Quotations From The CRM Module
      10 xp
    • Module 1.7: The Confirm Process (When Customer Says Yes!)
      10 xp
    • Module 1.8: Marking Lost Deals (Learning from Losses)
      10 xp
    • Module 1.9: Reports & Analytics (Understanding Your Performance)
      10 xp
    • Module 1.10: Handling Marketing Leads in Odoo CRM