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CRM Review and Best Practices

CRM Review and Best Practices

This course reviews the required CRM workflow and best practices for managing leads and opportunities in Odoo. Employees will learn how to document customer requirements, create quotations, schedule follow-ups, and maintain accurate CRM records to support sales, production planning, and forecasting.

Learning Objectives

By the end of this course, employees will be able to:

  •  Navigate the CRM sales pipeline
  • Create and manage leads and opportunities in order to be successful
  • Document customer requirements using the Chatter
  • Generate quotations from opportunities
  • Schedule follow-up activities according to company standards
  • Apply CRM data hygiene best practices
Private Course
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Responsible Dina Layish
Last Update 05/28/2026
Completion Time 1 hour 36 minutes
Members 5
  • Module 1: CRM Overview & Why It Matters
    2Lessons · 4 min
    • Welcome & Why CRM Matters
      10 xp
    • KEY TAKEAWAY: CRM is our single source of truth.
  • Module 2: The RBTG Sales Pipeline in Odoo
    7Lessons · 15 min
    • Overview
    • What is a Sales Pipeline?
    • The RBTG Sales Pipeline
    • Pipeline Stages Definitions
    • Pipeline Stages Definitions - Quick Reference Guide
    • Module 2 Quiz
      10 xp
    • KEY TAKEAWAY: Your pipeline must reflect the true, real-time status of every opportunity.
  • Module 3: Logging New Inquiries
    3Lessons · 5 min
    • Overview
    • How to Log a New Inquiry in Odoo CRM
      10 xp
    • KEY TAKEAWAY: Every opportunity starts with a properly logged inquiry.
  • Module 4: Managing Opportunities
    4Lessons · 6 min
    • Overview
    • What Does "Managing an Opportunity" Mean?
    • What "Good" Looks Like
    • KEY TAKEAWAY: An opportunity must always reflect the current reality of the customer and the job.
  • Module 5: Documenting Customer Requirements (Chatter)
    6Lessons · 11 min
    • Overview
    • What is Chatter?
    • How to Use Chatter Effectively
    • What "Good Documentation" Looks Like
    • Module 5 Quiz
      10 xp
    • KEY TAKEAWAY: Chatter is the single source of truth for customer communication and requirements.
  • Module 6: Activities & Follow-Ups
    6Lessons · 13 min
    • Overview
    • What are Activities?
    • How to Schedule an Activity
    • What "Good" Looks Like
    • Module 6 Quiz
      10 xp
    • KEY TAKEAWAY: Every opportunity should always have a next step scheduled.
  • Module 7: Moving Opportunities Through the Pipeline
    6Lessons · 9 min
    • Overview
    • The Relationship Between Activities and Stages
    • What Does “Moving Through the Pipeline” Mean?
    • Stage Movement Guidelines
    • What “Good” Looks Like
    • KEY TAKEAWAY: Module 7
  • Module 8: Quotes & Sales Process Integration
    6Lessons · 12 min
    • Overview
    • How CRM Connects to the Sales Process
    • Creating the Quote
    • From Quote to Approval
    • What "Good" Looks Like
    • KEY TAKEAWAY: Quotes must be accurate, connected to the opportunity, and followed up consistently.
  • Module 9: CRM Data Quality & Best Practices
    8Lessons · 11 min
    • Overview
    • Why Data Quality Matters
    • Core Standard
    • What Good Data Looks Like
    • Best Practices for CRM Use
    • Pipeline Hygiene
    • Accountability
    • KEY TAKEAWAY: Accurate, complete, and consistent data is essential to a reliable CRM.
  • Module 10: Final Review & Certification
    5Lessons · 7 min
    • Overview
    • The Complete CRM Workflow
    • Core CRM Standards
    • Expectations Going Forward
    • Final Certification Quiz
      10 xp
  • Confirmation of Training
    1Lessons · 3 min
    • Odoo CRM Training Completion & RBTG Expectations