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  1. Kursus-kursus
  2. CRM
  3. CRM Basics and Pipelines
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Beranda └CRM └CRM Basics and Pipelines

CRM

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Konten Kursus
  • CRM Basics
    • Introduction to Odoo CRM 10 xp
      • Quiz
    • CRM Basics and Pipelines 40 xp
      • Bergabung dengan Kursus ini untuk mengakses sumber daya
      • Quiz
    • CRM Basics: Probabilities & Sales Teams 40 xp
      • Quiz
    • CRM Scheduling Activities 40 xp
      • Bergabung dengan Kursus ini untuk mengakses sumber daya
      • Quiz
    • Custom Activities 40 xp
      • Quiz
    • Activity Plans 40 xp
      • Quiz
    • Won and Lost Opportunities 40 xp
      • Quiz
    • Sales Teams Setup & Leads Assignment 10 xp
      • Quiz
    • CRM Activities Automations and Reporting 40 xp
      • Quiz
    • Sales Team Reporting 10 xp
      • Quiz
    • Gmail Mailbox Plugin 10 xp
      • Quiz
    • Outlook Mailbox Plugin 10 xp
      • Quiz
    • Marketing Attribution Report 10 xp
      • Quiz
    • Scheduled Activities & Moving Opportunities 10 xp
      • Quiz
    • Partner Autocomplete 40 xp
      • Quiz
  • Lead Generation
    • CRM Lead & Opportunity Basics 40 xp
      • Bergabung dengan Kursus ini untuk mengakses sumber daya
      • Quiz
    • Lead Generation - Forms & Email Aliases 40 xp
      • Quiz
    • Lead Generation - Events, Appointments, and Website Visitors 40 xp
      • Quiz
    • Lead Enrichment 40 xp
      • Quiz
    • Lead Mining 60 xp
      • Quiz
  • Lead Management
    • Predictive Lead Scoring 40 xp
      • Bergabung dengan Kursus ini untuk mengakses sumber daya
      • Quiz
  • Performance Analysis
    • Gamification 40 xp
      • Quiz

CRM Basics and Pipelines

40 XP
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CRM Basics & Pipelines

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. How many activities are available by default in the CRM app?
As many as there are apps installed in your database. Six. Schedule an activity, phone call, meeting, email, to-do, and upload a document. Three. Phone call, meeting, and email. Five. In-person meeting, virtual meeting, call, email, and upload a document.
2. Which of the following is NOT a color code supported by the CRM app?
Blue for activities that require manager approval. Green for activities scheduled for a future date. Red for activities that are past due. Yellow for activities scheduled for the current day.
3. Which of the following is true about creating activities in the CRM app?
Activities can be assigned to people other than the salesperson who’s assigned to an opportunity. For activities to function properly, the Marketing Automation app must be installed. Individual activities must be manually created and configured in the CRM app’s settings before they can be used. Activities can only be created for active opportunities. Lost opportunities must be restored before they can have activities assigned to them.
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