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Customer Service (Omar Sr.)

Customer Service (Omar Sr.)

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Responsible Lauren Gautschi
Last Update 09/22/2026
Completion Time 6 hours 55 minutes
Members 2
  • Getting Started
    3Lessons · 22 min
    • Navigate in Odoo
      New 10 xp
    • Outlook Calendar Sync
      New 10 xp
    • Filters and Views
      New 10 xp
  • Using Odoo
    10Lessons · 1 hr 6 min
    • Odoo Calendar
      New 10 xp
    • Schedule Activities
      New 10 xp
    • Contacts - Basics
      New 10 xp
    • Contacts - Views & More
      New 10 xp
    • Importing and Exporting Data
      New 10 xp
    • Chatter Basics
      New 10 xp
    • Canned Responses
      New 10 xp
    • Digest Emails
      New 10 xp
    • Custom KPIs for Digest Emails
      New 10 xp
    • Group Access Rights
      New 10 xp
  • Odoo Discuss
    3Lessons · 19 min
    • Direct Messages
      New 10 xp
    • Voice & Video Calls
      New 10 xp
    • Channels
      New 10 xp
  • Business Flow
    3Lessons · 58 min
    • Subscriptions as an Online Business
      New 10 xp
    • Administrative Department
      New 10 xp
    • Construction Project
      New 10 xp
  • Introduction to Odoo CRM
    2Lessons · 16 min
    • CRM Basics: All About Activities
      New 10 xp
    • Probabilities & Sales Teams
      New 10 xp
  • CRM Scheduling Activities
    7Lessons · 52 min
    • Custom Activities
      New 10 xp
    • Activity Plans
      New 10 xp
    • Won and Lost Opportunities
      New 10 xp
    • CRM Activities Automations and Reporting
      New 10 xp
    • Sales Team Reporting
      New 10 xp
    • Outlook Mailbox Plugin
      New 10 xp
    • Scheduled Activities & Moving Opportunities
      New 10 xp
  • Field Service
    5Lessons · 1 hr
    • Your First Field Service Task
      New 10 xp
    • Creating & planning Field Service tasks
      New 10 xp
    • Product management in Field Service
      New 10 xp
    • Customizing worksheets
      New 10 xp
    • Using maps in Field Service
      New 10 xp
  • Sign
    1Lessons · 15 min
    • Sign Basics
      New 10 xp
  • Helpdesk
    6Lessons · 40 min
    • Helpdesk Overview
      New 10 xp
    • Website & Email Tickets
      New 10 xp
    • Helpdesk Stages
      New 10 xp
    • Helpdesk Tickets
      New 10 xp
    • Inactive Tickets
      New 10 xp
    • Channels: How to Receive Tickets
      New 10 xp
  • Documents
    1Lessons · 3 min
    • Accounting integration and Workflow Actions
      New 10 xp
  • Accounting basics
    1Lessons · 7 min
    • Getting started
      New 10 xp
  • Invoicing
    6Lessons · 31 min
    • Issue a customer invoice
      New 10 xp
    • Customer invoice from sales order
      New 10 xp
    • Issue a credit note
      New 10 xp
    • Register a vendor bill
      New 10 xp
    • Vendor bill digitization
      New 10 xp
    • Payment terms & terms and conditions
      New 10 xp
  • Payments
    4Lessons · 26 min
    • Payments and outstanding accounts
      New 10 xp
    • Online payments
      New 10 xp
    • Customer payment follow-up
      New 10 xp
    • Cash discounts
      New 10 xp