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CRM Basics
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CRM Basics: All About Activities10 xp
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CRM Basics: Probabilities & Sales Teams10 xp
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CRM Scheduling Activities10 xp
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Custom Activities10 xp
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Activity Plans10 xp
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Won and Lost Opportunities10 xp
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Sales Teams Setup & Leads Assignment | Odoo CRM10 xp
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CRM Activities Automations and Reporting10 xp
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Sales Team Reporting10 xp
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Gmail Mailbox Plugin10 xp
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Outlook Mailbox Plugin10 xp
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Marketing Attribution Report10 xp
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Scheduled Activities & Moving Opportunities10 xp
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- Lead Generation
- Lead Management
- Performance Analysis
Gamification
10 XPThis tutorial takes a deep dive into Odoo CRM's gamification capabilities. 00:00 - 01:14 Introduction 01:15 - 02:02 Configuration 02:03 - 03:20 Goal Definitions 03:21 - 08:24 Goal Challenges 08:25 - 08:42 Conclusion How to enter Developer Mode: https://www.odoo.com/documentation/17.0/applications/general/developer_mode.html?highlight=developer mode **App documentation** - CRM documentation: https://www.odoo.com/documentation/17.0/applications/sales/crm.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/6lCG - Start a free trial: https://www.odoo.com/r/qbe Need more information about Odoo apps? https://www.odoo.com/documentation/user
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1.
What are the three common performance indicators mentioned to evaluate salespeople through gamification?
2.
Which mode must be activated in Odoo to configure the gamification tools and goal definitions?
3.
In a challenge configuration, what does the "Sum" computation mode do when applied to a goal definition like sales orders?