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CRM Basics

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1. What does CRM mean?
Customer Relationship Management Creative Relationship Mayhem Crazy Rabbits Moonwalk
2. How do you customize a stage from the main CRM dashboard (in Kanban view)?
Navigate to Configuration > Stages > Customization Hover over the top of a stage, revealing a gear icon. Click that, and choose customizations from a drop-down menu Click New from the dashboard, and proceed to create a new stage This isn't possible in Odoo CRM
3. How do you schedule an activity for an opportunity from the main CRM dashboard (in Kanban view)?
Click the 'smiley face' icon on the Kanban card of the opportunity Click the 'runner' icon on the Kanban card of the opportunity Click the 'party hat' icon on the Kanban card of the opportunity Click the 'clock' icon on the Kanban card of the opportunity
4. In the ‘Extra Information’ tab of an opportunity form, what sections of information can be found?
Customer information, Marketing, and Tracking Customer information, Marketing, and Time-Keeping Marketing, Tracking, and Revenue Marketing, Customer Information, and Opportunities
5. What is a 'Lead' in Odoo CRM?
A potential customer who has shown interest but hasn't been qualified yet A confirmed sales order waiting to be invoiced A task assigned to the sales team A product category in the sales module
6. How do you convert a Lead into an Opportunity in Odoo CRM?
Open the lead and click 'Convert to Opportunity' Delete the lead and create a new opportunity manually Change the stage of the lead to 'Won' Archive the lead and it automatically becomes an opportunity
7. Which view is the default for the Odoo CRM pipeline?
Kanban view List view Calendar view Pivot view
8. What does 'Expected Revenue' represent on an opportunity?
The forecasted value of the deal if won The actual invoiced amount The total of all products in the quotation The commission owed to the salesperson
9. How do you set up automated lead assignment in Odoo CRM?
Use the 'Assignment Rules' under CRM > Configuration Manually drag leads on the Kanban board Configure a server action on the sales order model Leads can only be assigned manually in Odoo
10. What is 'Lead Mining' in Odoo CRM?
A paid feature to generate new leads from Odoo's database of companies Extracting leads from your email inbox automatically A report showing your top-performing lead sources Bulk importing leads from a CSV file
11. What does the 'Probability' field on an opportunity represent?
The estimated percentage chance of winning the deal The discount percentage applied to the quote The number of activities scheduled The ratio of won to lost deals for that customer
12. What happens when you mark an opportunity as 'Lost'?
You are prompted for a lost reason, and the opportunity is archived The opportunity is permanently deleted The related customer account is blocked A credit note is automatically generated
13. Which CRM report shows the value of your pipeline over time?
Pipeline Analysis Sales Report Customer Statements Lead Conversion Rate
14. How do you log a call on an opportunity in Odoo?
Use the 'Log note' chatter button or the Activities tab Create a new invoice linked to the opportunity Send an email through the mass mailing module There is no call logging feature in Odoo CRM
15. What is a 'Sales Team' target in Odoo CRM?
A monthly/quarterly invoiced revenue goal set per team The maximum number of leads a team can handle The average deal size for the team The number of team members required to reach quota
16. Where can you configure CRM Stages in Odoo?
CRM > Configuration > Stages Settings > Technical > CRM Stages CRM > Pipeline > Edit Stages Sales > Configuration > Order Stages
17. How can you send a quotation directly from an opportunity in Odoo CRM?
Click 'New Quotation' from the opportunity form to create a linked quotation Copy the opportunity link and paste it in the Sales module Export the opportunity to PDF and email manually Go to Sales > New Order and reference the opportunity number
18. What is the 'Activities' feature used for in Odoo CRM?
Scheduling to-dos like calls, emails, and meetings linked to opportunities Tracking the number of emails received from a customer Automating invoice creation after a deal is won Recording the history of stage changes
19. How do you merge duplicate leads/opportunities in Odoo CRM?
Select both in list view and use the Action > Merge option Delete one and manually copy the data to the other Use the duplicate detection tool under Settings Merging is not possible; you must archive one of them
20. What does 'Won Rate' mean in the CRM Reporting dashboard?
The percentage of opportunities marked as Won out of all closed opportunities The total revenue from won deals divided by team size The ratio of leads converted to opportunities The number of deals won per month
21. In Odoo CRM, what is the purpose of 'UTM Parameters' on a lead?
They track the marketing campaign, medium, and source that generated the lead They assign the lead to a specific salesperson based on territory They add tax codes to the linked quotation UTM parameters are only used in the email marketing module
22. What does 'Recurring Revenue' track on a CRM opportunity?
Expected monthly/annual subscription revenue from the deal The total number of renewal invoices The recurring costs associated with the opportunity A count of repeat customers
23. Which of the following is a valid CRM lead source in Odoo?
Website, Email, Phone, Social Media Only Email and Phone are supported natively Sources must be imported from a CSV file Lead sources are not tracked in Odoo CRM
24. How does Odoo's predictive lead scoring work?
It uses machine learning on historical won/lost data to predict probability It scores leads based on the customer's credit rating A fixed formula based on deal value and deadline It requires a third-party integration to work
25. What does 'Lost Reason' allow you to do in Odoo CRM?
Categorise why deals were not won for later analysis Notify the customer automatically when their deal is rejected Reverse an opportunity back to the pipeline Generate a credit note for any deposits taken