Customer Service (Joel)

Responsible	Lauren Gautschi
Last Update	10/01/2026
Completion Time	4 hours 51 minutes
Members	2

Course
Reviews

Getting Started

2Lessons · 16 min
- Navigate in Odoo
  
  10 xp
- Filters and Views
  
  10 xp
Using Odoo

3Lessons · 20 min
- Odoo Calendar
  
  10 xp
- Schedule Activities
  
  10 xp
- Chatter Basics
  
  10 xp
Odoo Discuss

3Lessons · 19 min
- Direct Messages
  
  10 xp
- Voice & Video Calls
  
  10 xp
- Channels
  
  10 xp
Business Flow

2Lessons · 41 min
- Administrative Department
  
  10 xp
- Construction Project
  
  10 xp
Introduction to Odoo CRM

2Lessons · 16 min
- CRM Basics: All About Activities
  
  10 xp
- Probabilities & Sales Teams
  
  10 xp
CRM Scheduling Activities

5Lessons · 39 min
- Activity Plans
  
  10 xp
- Won and Lost Opportunities
  
  10 xp
- CRM Activities Automations and Reporting
  
  10 xp
- Sales Team Reporting
  
  10 xp
- Scheduled Activities & Moving Opportunities
  
  10 xp
Documents

1Lessons · 3 min
- Accounting integration and Workflow Actions
  
  10 xp
Helpdesk Overview

6Lessons · 40 min
- Helpdesk Overview
  
  10 xp
- Website & Email Tickets
  
  10 xp
- Helpdesk Stages
  
  10 xp
- Helpdesk Tickets
  
  10 xp
- Inactive Tickets
  
  10 xp
- Channels: How to Receive Tickets
  
  10 xp
Field Service

4Lessons · 55 min
- Your First Field Service Task
  
  10 xp
- Creating & planning Field Service tasks
  
  10 xp
- Product management in Field Service
  
  10 xp
- Using maps in Field Service
  
  10 xp
Introduction to Spreadsheet and Dashboards

3Lessons · 42 min
- Key Odoo concepts
  
  10 xp
- Odoo Spreadsheet basics
  
  10 xp
- Odoo Dashboards basics
  
  10 xp
Completion Certification (Access When You Have Completed Your Training)

1Lessons ·
- Claim Your Course Completion Certificate