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CRM Basics & Pipelines

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In this course, you'll learn by practicing. Search answers to the following questions using the demo database. If you are blocked on a question, have a look at the video or documentation, but it's optional. 

By answering these questions, you'll learn what makes the difference between good and great sales teams: the tool they use to organize themselves! Let’s learn how to organize your sales activities with the pipeline: analyze sales forecasts and activities, manage opportunities, and score leads.

Use the data from https://demo.odoo.com to answer these questions. 

Did you mess up? Start over with clean data by clicking Restart on the homepage!

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1. When creating an opportunity, what’s the only field that is required (bolder underline)?
Contact Opportunity Name Expected Revenue
2. Try to create an opportunity with all fields empty, the system will tell you the ones that are required.
Yes No
3. How do you change the stage of an opportunity from the form view?
Click on the top-right progress bar The only way is to drag & drop from the kanban view
4. Is the probability of an opportunity updated automatically if you change the stage, phone or email?
Yes, always Yes, but only if I did not change it manually No