Odoo 15 Cert - CRM - Quiz

Can I add and remove stages in the CRM pipeline?

• Yes

• No

• You can only remove columns you previously added

Answer explanation

You can add and remove stages.

When removing a stage, remember to move out all Opportunities out of that stage

How can I restrict who can view specific stages?

• You cannot.

• By assigning a Sales Team when you edit the stage.

• By going to Configuration / Stages, and editing the stage to add a Sales Team.

Answer explanation

When assigning a Sale Team to a Stage, only that Sale Team can see and use that Stage

How do I access my Sales Teams menu?

• By going to Configuration / Settings / Sales Teams.

• By going to Configuration / Sales Teams.

• By going to Sales / Sales Teams.

• By going to Reporting -> Sales Teams.

Answer explanation

How do I access my Sales Teams pipelines?

• By going to Sales -> Team Pipelines.

• By going to Sales / My Pipeline and filter on a specific Sales Team.

• Both of the above.

• You cannot access a specific Sales Team pipeline.

Answer explanation

Who will get the emails coming from the email alias?

• The team leader

• All team member

• It just creates a new opportunity in the team pipeline.

Answer explanation

Emails coming from the email alias, based on the setup, but usually create records in Odoo. In this case, it will create Lead / Opportunity.

When assigning a specific user to the opportunity, Odoo will notity the user (via email of chat).

Can I separate leads and opportunities?

• Yes, it's done by default.

• Yes, by activating the "Leads" option in Configuration -> Settings.

• No, you cannot.

• Yes, by configuring your Leads in Leads / Settings.

Answer explanation

Enable the "Lead" option in Setting will add a new Menu named "Leads" in Sales menu in CRM app.

It also add a new route in Sale Team to set the new record comes to Odoo will become Lead or Opportunity

When converting a lead to an opportunity, can I merge two opportunities together?

• Yes, it will be done automatically when the contact is the same.

• No, you cannot merge two opportunities together.

• Yes, Odoo will suggest merging two opportunities from the same contact.

Answer explanation

Obviously, Odoo will open a popup to allow you select and merge two or more Opportunities having the same contact

What contact information do you need to create a lead?

• An email address

• A contact name

• Both of these answers

• You don’t need any contact information

Answer explanation

Only Lead Name is required field

Can I convert specific website visitors into Leads in my CRM?

• No

• Yes, by using Lead Generation Rules

Answer explanation

You have to pay for Odoo credit (money) to use those features

Enable Visit To Leads in CRM setting

Then configure in CRM Configuration → Visits to Leads Rules

How can I add a contact form to my website?

• By installing the "Contact Form" module

• By going to Website / Configuration / Settings and selecting "Contact Form".

Answer explanation

Obviously. After installing module, Odoo will add the Contact Us page on your website.

You also can add more forms in other pages manually.