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CRM

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Responsible Lauren Gautschi
Last Update 08/26/2026
Completion Time 2 hours 24 minutes
Members 1
  • Introduction to Odoo CRM
    2Lessons · 16 min
    • CRM Basics: All About Activities
      10 xp
    • Probabilities & Sales Team
      10 xp
  • CRM Scheduling Activities
    11Lessons · 1 hr 16 min
    • Custom Activities
      10 xp
    • Activity Plans
      10 xp
    • Won and Lost Opportunities
      10 xp
    • Sales Teams Setup & Leads Assignment
      10 xp
    • CRM Activities Automations and Reporting
      10 xp
    • Sales Team Reporting
      10 xp
    • Gmail Mailbox Plugin
      10 xp
    • Outlook Mailbox Plugin
      10 xp
    • Marketing Attribution Report
      10 xp
    • Scheduled Activities & Moving Opportunities
      10 xp
    • Partner Autocomplete
      10 xp
  • Lead Generation
    5Lessons · 35 min
    • CRM Lead & Opportunity Basics
      10 xp
    • Forms & Email Aliases
      10 xp
    • Events, Appointments, and Website Visitors
      10 xp
    • Lead Enrichment
      10 xp
    • Lead Mining
      10 xp
  • Lead Management
    1Lessons · 8 min
    • Predictive Lead Scoring
      10 xp
  • Performance Analysis
    1Lessons · 9 min
    • Gamification
      10 xp