CRM - Customer Relationship & Sales Management

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Course content

Teams
- Sales Teams | Odoo CRM
- CRM Basics and Pipelines | Odoo CRM
Leads
- Lead Generation | Odoo CRM
Sales
Discount and Pricelist
Unit of Measure
Prices for B2B and B2C
- How to manage prices for Business to Customer (tax included)?
- How to manage product prices for B2B (tax excluded) and B2C (tax included)?
Tasks
- How to invoice milestones of a project?
- How to create task from sales order and invoice based on timesheet?
Subscriptions
- Set up recurring invoice, that help you to invoice regularly
- Sell subscriptions through sales quotation

Sell subscriptions through sales quotation

Other

Sell subscriptions through sales quotation

Install subscription
Create a subscription template
Create a subscription product
Sell through sales quotation
Create first invoice manually and register payment
Next month automatic invoice will be created

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CRM - Customer Relationship & Sales Management

Sell subscriptions through sales quotation

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