Odoo CRM — Hands-On Training | Lead to Close Pipeline Management

#BusinessGrowth #DigitalTransformation #OdooCRM
Odoo 19 CRM — Complete Hands-On Training | Lead to Close Pipeline Management

In this hands-on training session, we walk through the complete Odoo 19 CRM module — from capturing your first lead to closing deals and generating accurate revenue forecasts.

Odoo CRM helps you organize your sales activities, track leads, close opportunities, and get accurate forecasts. It keeps opportunities organized with a visual pipeline and helps you manage day-to-day activities with meetings, follow-ups, and next actions.

Whether you are a business owner, sales manager, or ERP consultant, this session will help you understand how to use Odoo CRM to build a structured, measurable, and scalable sales process.

WHAT YOU WILL LEARN IN THIS SESSION:

CRM Overview & Navigation
• Understanding leads vs. opportunities
• CRM dashboard and pipeline views
• Kanban, list, and activity views

Lead Management
• Creating leads manually and from email
• Capturing leads from website contact forms
• Lead sources, tags, and categorization
• Lead import and bulk management

Pipeline Management
• Setting up pipeline stages
• Drag-and-drop Kanban pipeline
• Stage probabilities and expected revenue
• Kanban state indicators (on track, at risk, blocked)

Lead Scoring & Prioritization
• AI-powered predictive lead scoring
• Behaviour-based scoring (email opens, website activity, form submissions)
• Dynamic and evolving scores
• Industry and demographic weighting

Activities & Follow-Up
• Scheduling calls, meetings, emails, and quotations
• Activity plans and sales scripts
• Automated next activity suggestions
• Overdue activity tracking

Sales Teams & Assignment
• Creating and managing sales teams
• Lead assignment rules
• Automatic lead distribution
• Team-based pipeline management

Communication & Integration
• Email integration — incoming emails added to pipeline automatically
• Live chat, SMS, VoIP, and WhatsApp communication
• All customer interactions in one place
• Partner autocomplete and lead enrichment

Quotations & Sales Orders
• Creating quotations directly from opportunities
• Converting opportunities to sales orders
• Product catalog integration
• Professional quotation templates

Reporting & Analytics
• Pipeline analysis (bar, pivot, cohort, list views)
• Revenue forecasts and expected revenue reports
• Lead analysis and conversion tracking
• Activity reports and team performance
• Marketing attribution reports
• Win/loss analysis and lost reason tracking

Automation
• Automated lead creation
• Automated team assignment
• Scheduled activity automation
• Follow-up reminders and escalation rules

RELATED ODOO MODULES COVERED:

• Mail Plugin
• CRM Mail Plugin
• CRM Enterprise
• Lead Generation
• Lead Enrichment
• CRM Livechat
• CMS in CRM
• CRM Sales Subscription
• Automation Rules
• Partners Geolocation
• Delivery Costs
• Coupons & Loyalty
• Partnership / Membership

THIS SESSION IS PART OF:

Odoo ERP Business Professional Training Program
Level 1: Beginner / End User — Module 2: CRM

Full Program Structure:
• Level 1: Beginner / End User — 8 Apps (Contacts, CRM, Sales, Invoicing, Website, eCommerce, Inventory, Purchase)
• Level 2: Functional Specialist — 8 Apps (Accounting, Expenses, Project, Timesheets, Employees, Recruitment, Helpdesk, Documents)
• Level 3: ERP Professional — 8 Apps (Manufacturing, PLM, Quality, Maintenance, Payroll, Field Service, Subscriptions, Studio)

Duration: 2 Sessions × 2 Hours = 4 Hours Hands-On Training
Session Fee: USD 36 per session (2 hours)

WHO IS THIS FOR?
• Business owners who want to manage leads and sales professionally
• Sales managers who need pipeline visibility and forecasting
• ERP consultants learning Odoo CRM implementation
• Students pursuing Odoo ERP Business Professional certification
• Marketing teams who want to track campaign leads and conversions
• Anyone who wants to replace spreadsheets with a proper CRM system
KEY ODOO 19 CRM FEATURES HIGHLIGHTED:
• Visual Kanban pipeline with drag-and-drop
• AI-powered lead scoring and prioritization
• Multi-channel lead capture (website, email, chat, social, WhatsApp)
• Activity scheduling and automated follow-up
• Revenue forecasting and expected revenue reports
• Sales team management and lead distribution
• Quotation creation directly from opportunities
• Integration with Sales, Invoicing, Website, Marketing, and Helpdesk
• Real-time dashboards and reporting
• CRM Gamification for team motivation

ABOUT THE TRAINER:
Sohail Shafique Ghuncha
Certified Odoo ERP Consultant & Trainer
Managing Partner — Ghunchas Healthcare AI

#OdooCRM #Odoo19 #CRMTraining #SalesPipeline #LeadManagement #OdooTraining #OdooERP #CRMTutorial #SalesAutomation #LeadScoring #PipelineManagement #OdooHandsOn #ERPTraining #GhunchasHealthcareAI #OdooBeginner #SalesForecasting #CRMReporting #BusinessGrowth #DigitalTransformation #OdooConsultant

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