Odoo 15 Cert - CRM - Test Sample + Exam

What is the visual impact when setting priorities in opportunities?

• Opportunity moves to next stage

• Opportunity is set on top of the kanban view

• Opportunity label is highlighted in the kanban view

Answer explanation

Btw, you need to refresh the page to see the change

Is it possible to change the status of an opportunity after it is converted into a quote?

• Yes

• No

Answer explanation

Creating a quote (Quotation) is not related to a Lead. It's just get the Lead as source of the Quotation

What is the visual impact when no sales channel is linked to a stage?

• Probability is not taken into account

• Stage is not visible

• Stage is visible for all sales teams

Answer explanation

But yes, you can leave the Sales Channel (Same Team?) to make it only visible for Sale Team.

If you leave it as blank, it will be visible for all Sales Team

Which of the following operations can you achieve by sending an email to Odoo?

• Automatic conversion from leads to opportunity

• Automatic creation of leads

• Automatic stage change on the lead linked to alias email

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 does user be able to create a quote from an opportunity?

• After converting the opportunity to Won stage

• User only can create the quotation in Sale app

• From any stage

• User has to create the quotation and link the opportunity to it manually

Answer explanation

ANY stages.

Creating a quote (Quotation) is not related to a Lead. It's just get the Lead as source of the Quotation

Won or Loss stage is used for report and fold on pipeline

How many quotation(s) can be generated from an opportunity?

• Only one quotation for each opportunity

• Multiple quotations

• Multiple quotations but they will be merged to one sale order

Answer explanation

Whatever you want.

Creating a quote (Quotation) is not related to a Lead. It's just get the Lead as source of the Quotation

Which of the following operation can you achieve by sending an email to Odoo?

• Automatic stage change on the lead linked to the alias email

• Automatic creation of leads on a mail sent to a specified address

• Automatic conversion from leads to opportunity

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.

What does email alias in CRM do?

• It will create an activity for the sales team

• It will create an opportunity

• It will create a new customer

• It will create a new quotation

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.

You can configure on Sale Teams to make it create Lead or Opportunity

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

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

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

• No, you cannot merge two opportunities together.

Answer explanation

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

In the CRM dashboard, what does each box represents?

• A salesperson
• A sales team
• A company