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Customer Service (Omar Sr.)

Customer Service (Omar Sr.)

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Responsible Lauren Gautschi
Last Update 10/01/2026
Completion Time 11 hours 4 minutes
Members 2
  • Getting Started
    3Lessons · 22 min
    • Navigate in Odoo
      10 xp
    • Outlook Calendar Sync
      10 xp
    • Filters and Views
      10 xp
  • Using Odoo
    10Lessons · 1 hr 6 min
    • Odoo Calendar
      10 xp
    • Schedule Activities
      10 xp
    • Contacts - Basics
      10 xp
    • Contacts - Views & More
      10 xp
    • Importing and Exporting Data
      10 xp
    • Chatter Basics
      10 xp
    • Canned Responses
      10 xp
    • Digest Emails
      10 xp
    • Custom KPIs for Digest Emails
      10 xp
    • Group Access Rights
      10 xp
  • Odoo Discuss
    3Lessons · 19 min
    • Direct Messages
      10 xp
    • Voice & Video Calls
      10 xp
    • Channels
      10 xp
  • Business Flow
    3Lessons · 58 min
    • Subscriptions as an Online Business
      10 xp
    • 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
    7Lessons · 52 min
    • Custom Activities
      10 xp
    • Activity Plans
      10 xp
    • Won and Lost Opportunities
      10 xp
    • CRM Activities Automations and Reporting
      10 xp
    • Sales Team Reporting
      10 xp
    • Outlook Mailbox Plugin
      10 xp
    • Scheduled Activities & Moving Opportunities
      10 xp
  • Field Service
    5Lessons · 1 hr
    • Your First Field Service Task
      10 xp
    • Creating & planning Field Service tasks
      10 xp
    • Product management in Field Service
      10 xp
    • Customizing worksheets
      10 xp
    • Using maps in Field Service
      10 xp
  • Sign
    1Lessons · 15 min
    • Sign Basics
      10 xp
  • Helpdesk
    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
  • Documents
    1Lessons · 3 min
    • Accounting integration and Workflow Actions
      10 xp
  • Accounting basics
    1Lessons · 7 min
    • Getting started
      10 xp
  • Invoicing
    6Lessons · 31 min
    • Issue a customer invoice
      10 xp
    • Customer invoice from sales order
      10 xp
    • Issue a credit note
      10 xp
    • Register a vendor bill
      10 xp
    • Vendor bill digitization
      10 xp
    • Payment terms & terms and conditions
      10 xp
  • Payments
    4Lessons · 26 min
    • Payments and outstanding accounts
      10 xp
    • Online payments
      10 xp
    • Customer payment follow-up
      10 xp
    • Cash discounts
      10 xp
  • Inventory basics
    5Lessons · 39 min
    • Inventory Basics: Receive and Store Stock
      10 xp
    • Inventory Basics & Outgoing Shipments
      10 xp
    • Basic Warehouse Setup
      10 xp
    • Warehouses & Locations
      10 xp
    • Units of Measure
      10 xp
  • Warehouse transfers
    1Lessons · 15 min
    • Dispatch Management System
      10 xp
  • Quotations
    7Lessons · 50 min
    • Invoicing for what is ordered
      10 xp
    • Invoicing for what is delivered
      10 xp
    • Create your First Sales Quotation
      10 xp
    • Selling products
      10 xp
    • Sales Basics
      10 xp
    • Your First Quotation
      10 xp
    • Invoicing Policies
      10 xp
  • Integrations
    1Lessons · 10 min
    • Quote calculator Basics
      10 xp
  • Project Management
    4Lessons · 23 min
    • Project basics and your first task
      10 xp
    • Project stages and statuses
      10 xp
    • Customize projects
      10 xp
    • Top bar
      10 xp
  • Tasks Management
    8Lessons · 43 min
    • Creating tasks from emails and web forms
      10 xp
    • Creating tasks from sales orders
      10 xp
    • Subtasks
      10 xp
    • Task dependencies
      10 xp
    • Recurring tasks
      10 xp
    • Visibility and collaboration
      10 xp
    • Automations
      10 xp
    • Milestones
      10 xp
  • Time Management
    2Lessons · 11 min
    • Timesheets basics
      10 xp
    • Timesheets configuration and leaderboard
      10 xp
  • Reporting and Analytics
    2Lessons · 9 min
    • Project dashboard
      10 xp
    • Customer ratings
      10 xp
  • Buy and Receive
    1Lessons · 7 min
    • Purchase Basics: Paying your First Vendor
      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