CRM
Completed
- CRM Basics
- Lead Generation
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Lead Management
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- Join this Course to access resources
- Quiz
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- Performance Analysis
CRM Basics: All About Activities
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. |
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1.
How many activities are available by default in the CRM app?
2.
Which of the following is NOT a color code supported by the CRM app?
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.
Additional Resources
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