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

How to send quotation by email

Other

You can prepare and send the quotation by email directly from Odoo sales application.