CRM — Leads, Opportunities & Pipeline
Learn the complete Odoo CRM workflow: capturing leads, qualifying opportunities, managing the sales pipeline, closing deals, and analyzing performance.
| Responsible | Juan Palomino |
|---|---|
| Last Update | 02/26/2026 |
| Completion Time | 1 day 6 hours |
| Members | 1 |
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Getting Started with CRM2Lessons · 4 hr
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Navigating the CRM Module
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Key Terminology
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Working with Leads3Lessons · 6 hr
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Creating & Importing Leads
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Qualifying Leads
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Converting Leads to Opportunities
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Managing the Pipeline3Lessons · 7 hr
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The Kanban Pipeline View
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Moving Opportunities Through Stages
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Scheduling Activities & Follow-ups
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Closing Deals2Lessons · 4 hr
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Marking Opportunities as Won/Lost
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Creating Quotations from Opportunities
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Reporting & Analysis2Lessons · 5 hr
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Pipeline Analysis & Forecasting
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Win/Loss Reports
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Tips & Troubleshooting2Lessons · 4 hr
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Common Issues & Fixes
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Quick Reference Cheat Sheet
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