Sales & Project Management

Private Course

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Responsible	Todd Grover
Last Update	01/15/2024
Completion Time	2 hours 47 minutes
Members	114

Course
Reviews (2)

Getting Started
- Navigate in Odoo
  
  30 xp
- Scheduling Activities
  
  30 xp
CRM & Sales Applications: Fundamentals
- Flow Chart & Reporting
  
  30 xp
- Products
  
  30 xp
- Pricelists
  
  30 xp
- Customers & Contacts
  
  30 xp
- CRM Pipeline
  
  30 xp
- Won vs Lost
  
  30 xp
- Chatter & Followers
  
  30 xp
- Using Language Templates
  
  30 xp
- Quoting using the Customer View Tab
  
  30 xp
- Expectation - Project Setup
  
  30 xp
Configuring Quotations For Invoicing Needs
- Invoicing Introduction
  
  30 xp
- Customer Project VS Internal Project
  
  30 xp
- Quotation Setup - Single Customer Project
  
  30 xp
- Quotation Setup - Multiple Customer Projects - Invoiced Together
  
  Preview 30 xp
- Quotation Setup - Multiple Customer Projects - Invoiced Separately
  
  30 xp
- Moving Sales Order to Different Invoicing Group
  
  30 xp
- Invoice Group Configuration
  
  30 xp
Project Staging
- Project & Tasks Setup (General)
  
  30 xp
- Assigning Employees to Tasks (Mapping)
  
  30 xp
- Un-Assigning Employees from Tasks (Mapping)
  
  30 xp
Project Management
- Time Sheets Approval
  
  30 xp
- Expense Approval through the Expense App
  
  30 xp
- Sales Order Budget
  
  30 xp
- Project Profitability for Hourly Products
  
  30 xp
- Project Profitability for Fixed Bid Products
  
  30 xp
- Project Set Status
  
  30 xp
- Creating an Invoice
  
  30 xp
Support
- Knowledge
  
  30 xp
- Helpdesk
  
  30 xp
Business Cases
- Title & Commitment Quote
  
  50 xp
- Time & Material Quote
  
  30 xp
- Fixed Fee Quote
  
  30 xp
- Renewables Time & Material Quote
  
  10 xp
Bulletins
- Bulletins & Change Log 8/2/2023 Questionnaire
  
  10 xp
- Bulletins & Change Log 8/17/2023 Questionnaire
  
  10 xp