CRM Basics - Pipelines & Opportunities | Odoo CRM

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at www.odoo.com/slides.
00:00 - 00:55 - Introduction
00:56 - 02:49 - Pipelines
02:50 - 04:27 - Create Opportunities
04:28 - 06:53 - Scheduled Activities
06:54 - 07:47 - Moving Opportunities
07:48 - 09:14 - Opportunity Form
09:15 - 09:33 - Conclusion
In this video, learn how Odoo integrates seamlessly with your Outlook and Gmail inboxes.
Other lessons related to this video:
- Leads: www.odoo.com/slides/slide/lea...
- Lead Enrichment: www.odoo.com/slides/slide/lea...
Lead Generation

[@missp.3891]

Owoo, your voice is so deep that in the first 4min I was waiting for you to say "Joking" and till now I am kind off waiting still hahahaha, congratulation for the video and for the voice as well

[@adnanparvez8264]

can you please help me out i have no idea about odoo i jnow django python, but nothing about odoo.Coming week i am stat=rting my odoo internship. i don't know whicj course in what manner on youtube should i take. please help me out there are no many tutorials on this channel related to odoo can you give me a guide .

[@aregawigebru8371]

yes thank you

[@rovin9230]

00:06 CRM is a process of tracking interactions with leads and customers.
01:19 Customizable stages and options in Odoo CRM opportunities.
02:24 Create new stages and opportunities in Odoo CRM
03:34 Creating and managing a new opportunity in CRM
04:43 Scheduling activities and customizing activity types
05:58 Logging activities and scheduling them in Odoo CRM
07:04 CRM Pipelines & Opportunities
08:18 Opportunities can be moved between stages in Odoo CRM
Crafted by Merlin AI.

[@ericbrown9864]

Why when I click on the settings do I not see automations? When I signed up for Odoo I needed automations e.g. when I moved an opportunity to a different stage, send the customer an email. I had to go into developer settings to do it, gave up and moved to projects where this was easier but doesn't fit my biz model. Anyway, where's the automations in the settings ?

[@Jose-Odoo]

Hey there! Thanks for checking out the video. I'm sorry your menu is different. Could I ask, what version are you on? Though not listed I wanted to be transparent that this video was shot on Odoo 17. The menu *should* appear on them for it :)

[@ericbrown9864]

@@Jose-Odoo Odoo saas~16.3+e (Enterprise Edition) how do I update because I need that on CRM. I am a realtor and like to send my clients emails as the transaction progresses. I currently do it in projects as a work around but fits better in CRM. Also while I have you, I wish activities ended up in the To Do module and to me an activity is a to do

[@sumaiakablan28]

I have Odoo 17.0-20240209 (Community Edition) and also I am not getting the automation option ..is this something related to enterprise ?

[@mshoney9430]

Could you please create some tutorials like this in Spanish??