CRM Review and Best Practices
This course reviews the required CRM workflow and best practices for managing leads and opportunities in Odoo. Employees will learn how to document customer requirements, create quotations, schedule follow-ups, and maintain accurate CRM records to support sales, production planning, and forecasting.
Learning Objectives
By the end of this course, employees will be able to:
- Navigate the CRM sales pipeline
- Create and manage leads and opportunities in order to be successful
- Document customer requirements using the Chatter
- Generate quotations from opportunities
- Schedule follow-up activities according to company standards
- Apply CRM data hygiene best practices
Private Course
Please sign in to contact responsible
| Responsible | Dina Layish |
|---|---|
| Last Update | 05/19/2026 |
| Completion Time | 1 hour 32 minutes |
| Members | 1 |
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Module 1: CRM Overview & Why It Matters2Lessons · 4 min
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Welcome & Why CRM MattersNew 10 xp
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KEY TAKEAWAY: CRM is our single source of truth.New
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Module 2: The RBTG Sales Pipeline in Odoo7Lessons · 15 min
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OverviewNew
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What is a Sales Pipeline?New
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The RBTG Sales PipelineNew
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Pipeline Stages DefinitionsNew
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Pipeline Stages Definitions - Quick Reference GuideNew
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Module 2 QuizNew 10 xp
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KEY TAKEAWAY: Your pipeline must reflect the true, real-time status of every opportunity.New
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Module 3: Logging New Inquiries3Lessons · 5 min
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OverviewNew
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How to Log a New Inquiry in Odoo CRMNew 10 xp
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KEY TAKEAWAY: Every opportunity starts with a properly logged inquiry.New
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Module 4: Managing Opportunities4Lessons · 6 min
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OverviewNew
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What Does "Managing an Opportunity" Mean?New
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What "Good" Looks LikeNew
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KEY TAKEAWAY: An opportunity must always reflect the current reality of the customer and the job.New
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Module 5: Documenting Customer Requirements (Chatter)6Lessons · 11 min
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OverviewNew
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What is Chatter?New
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How to Use Chatter EffectivelyNew
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What "Good Documentation" Looks LikeNew
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Module 5 QuizNew 10 xp
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KEY TAKEAWAY: Chatter is the single source of truth for customer communication and requirements.New
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Module 6: Activities & Follow-Ups6Lessons · 13 min
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OverviewNew
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What are Activities?New
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How to Schedule an ActivityNew
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What "Good" Looks LikeNew
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Module 6 QuizNew 10 xp
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KEY TAKEAWAY: Every opportunity should always have a next step scheduled.New
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Module 7: Moving Opportunities Through the Pipeline6Lessons · 9 min
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OverviewNew
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What Does “Moving Through the Pipeline” Mean?New
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Stage Movement GuidelinesNew
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The Relationship Between Activities and StagesNew
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What “Good” Looks LikeNew
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KEY TAKEAWAY: Module 7New
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Module 8: Quotes & Sales Process Integration6Lessons · 12 min
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OverviewNew
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How CRM Connects to the Sales ProcessNew
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Creating the QuoteNew
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From Quote to ApprovalNew
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What "Good" Looks LikeNew
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KEY TAKEAWAY: Quotes must be accurate, connected to the opportunity, and followed up consistently.New
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Module 9: CRM Data Quality & Best Practices8Lessons · 11 min
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OverviewNew
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Why Data Quality MattersNew
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Core StandardNew
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What Good Data Looks LikeNew
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Best Practices for CRM UseNew
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Pipeline HygieneNew
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AccountabilityNew
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KEY TAKEAWAY: Accurate, complete, and consistent data is essential to a reliable CRM.New
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Module 10: Final Review & Certification5Lessons · 6 min
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OverviewNew
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The Complete CRM WorkflowNew
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Core CRM StandardsNew
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Expectations Going ForwardNew
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Final Certification QuizNew 10 xp
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Confirmation of Training1Lessons ·
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Odoo CRM Training Completion & RBTG ExpectationsNew
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