CRM - Customer Relationship & Sales Management

CRM - Customer Relationship & Sales Management

Last Update	03/05/2022
Completion Time	3 hours 12 minutes
Members	7

Course

Teams
- Sales Teams | Odoo CRM
  
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- CRM Basics and Pipelines | Odoo CRM
  
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Leads
- Lead Generation | Odoo CRM
  
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Sales
- Sales Basics and Your First Quotation | Odoo Sales
  
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- How to send quotation by email
  
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- How to set default terms and condition for every new quotation?
  
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- How to set default taxes on products, sales order and invoice
  
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- Product Variants | Odoo Sales
  
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- Online Quotation | Odoo Sales
  
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- Delivery Prices | Odoo Sales
  
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- Delivery Lead Times | Odoo Sales
  
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- Dropshipping | Odoo Sales
  
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- Odoo V13 - How to Add the Delivery Address To a Dropship Order
  
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- Pricelists - Multiple | Odoo Sales
  
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- Pricelists - Computed | Odoo Sales
  
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- Blanket Orders:Back Orders - Odoo
  
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- Sections on sales orders, sort products in sections with subtotals and page-breaks
  
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Discount and Pricelist
- Compute margin on sale order
  
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- How to set default taxes on products, sales order and invoice
  
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- How to adapt product price based on customer segment? (e.g. Retailer or Distributor)
  
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- How to adapt product price based on customer country or location? (e.g. Price in € or $)
  
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- How compute and apply discount automatically based on the pricelist?
  
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- Compute sell price and margin based on product cost price (AVCO costing method).
  
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- Define the product sales price per company
  
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- Odoo V12 - Automatically Assigning Pricelists
  
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Unit of Measure
- Sale and purchase in different unit of measure
  
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- How to sell and purchase products in different units of measure, and apply better pricing?
  
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- Selling products by multiple of unit # per package
  
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Prices for B2B and B2C
- How to manage prices for Business to Customer (tax included)?
  
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- How to manage product prices for B2B (tax excluded) and B2C (tax included)?
  
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Tasks
- How to invoice milestones of a project?
  
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- How to create task from sales order and invoice based on timesheet?
  
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Subscriptions
- Set up recurring invoice, that help you to invoice regularly
  
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- Sell subscriptions through sales quotation
  
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