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Odoo Apps: CRM

Check back often. Updates made frequently.

Estimated Duration / Publication Date

Learn how to automate and trigger activities on Odoo's CRM app, as well as how to review activity reporting!    

CRM Activities Automations and Reporting
9 mins 50 secs / Dec 5, 2024

Learn how to mark wins and losses in Odoo's CRM app!  

Wins and Losses
6 mins 56 secs / Dec 4, 2024

Learn how to schedule activities on Odoo's CRM app! We'll walk you through creating an activity from a sales opportunity as well coordinating events and meetings with your client and team. 

CRM Scheduling Activities
6 mins 17 secs / Nov 20, 2024

Learn how to configure Sales Teams in the Odoo CRM app.  

Sales Teams Setup & Leads Assignment
7 mins 54 secs / Nov 10, 2024

Walk through the CRM app and learn the basics, from navigating your CRM pipeline and customizing stages, to creating brand new sales opportunities. 

CRM Basics Pt. 1: Pipelines & Opportunities
5 mins 45 secs / Nov 6, 2024

Learn the basics of Odoo CRM's Probabilities and Sales Team features.

Probabilities & Sales Teams
9 mins 2 secs / Jan 18, 2024

What is Odoo CRM? Amazing Open Source & Cloud CRM

Introduction to Odoo CRM
3 mins 6 secs / Feb 27, 2018