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CRM Basic
- Basis of Lead
- Converting Leads into Opportunities
Organize the Pipeline
Email Communication
- Managing CC in Emails and Incoming Messages

Lost Opportunity and Reporting

10 XP

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1. In the ‘Extra Information’ tab of an opportunity form, what sections of information can be found?

'Customer information', 'Marketing', and 'Tracking'. 'Customer information', 'Marketing', and 'Time-keeping'. 'Revenue', 'Marketing', and 'Tracking'.

2. Why don’t I see Lost opportunities in the pipeline?

They have been deleted. They are hidden automatically. I need to create a Lost stage in the pipeline.

3. What view should I enter to view a table of my report?

List. Pivot. Kanban.

4. What is the purpose of the Similar Lead function in Odoo CRM?

To identify and manage duplicate leads by merging them into a single record. To create new leads automatically. To delete old leads from the database.

5. How can you convert a lead into an opportunity in Odoo CRM?

By archiving the lead. By clicking the "Convert to Opportunity" button on the lead form. By changing the lead's priority to high.

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