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CRM Training - 17 September 2025
This session provides a practical walkthrough of the Odoo CRM system, demonstrating how to manage contacts, leads, and opportunities. Viewers will learn how to add and tag companies and contacts, track activities, convert leads to opportunities, and use the sales pipeline. The training also covers best practices for data import, user permissions, and integrating marketing activities, helping teams prepare for a successful CRM rollout
CRM App Link: https://systemworks-siliconoverdrive.odoo.com/odoo/crm
Basic
1 hour 19 minutes
1 steps