CRM Basics Pt. 1: Pipelines & Opportunities | Odoo CRM
In this video, walk through the CRM app and learn the basics, from navigating your CRM pipeline and customizing stages, to creating brand new sales opportunities.
TIMESTAMPS
00:00 Intro
00:57 CRM Dashboard
01:19 Opportunity Stages
01:33 Customize Stages: Edit, Fold, Automate
02:50 Add New Stage
03:25 Create New Opportunity
05:23 Outro
**Check out more Odoo tutorials**
- CRM Automations: https://www.youtube.com/watch?v=N3lFKMs3kZA&t=22s
- CRM Tutorial Playlist: https://youtube.com/playlist?list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF&si=O5JGb-PBpul6e0wM
**App documentation**
- CRM Documentation: https://www.odoo.com/documentation/18.0/applications/sales/crm.html
**See what Odoo can do for you!**
- Schedule a demo: https://www.odoo.com/r/s5j
- Start a free trial: https://www.odoo.com/r/J82
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