Cert 15 - CRM

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

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

• Automatic conversion from leads to an opportunity on mail sent to a specified address

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

You want to add a new contact to a company. The company already has an address, and you want to set a different one for its new contact. What do you do?

• Starting at the company record, add a new contact with the “Other Address” type specified before entering the new desired address

• Starting at the company record, add a new contact with the “Contact” type specified before entering the new desired address

• Create a new contact record with the new desired address filled in before linking it to the parent company record

What is the visual impact of the setting priorities on your opportunities

• The opportunity will move to the top of the stage in the kanban view

• The opportunity will move to the next stage

• The opportunity label is highlighed in the kanban view

  A

What does converting a lead mean?

• Creating a lead from a contact card

• Closing a deal

• Transforming a lead in to an Opportunity

Stages in the pipeline:

• Can be configured by a user with enoughaccess rights

• Can never be changed once Opportunitiesare created

• Can only be changed with the help of adeveloper

• I don’t know

You marked the opportunity “300 chairs” as “Lost”. Why can’t you find it on this view?

• Lost opportunity are moved out of the pipeline, add the lost reason is added in a separate entry

• It should be displayed here. It’s likely that a colleague archived it or deleted it

• Lost opportunity are hidden by default

Opportunities will appear in the “My Activities” view if:

• You are assigned to those opportunities

• You have scheduled activities for those opportunities

• The propects replied on those opportunities

What is wrong with your pipeline configuration here?

• Pipelines can never have more than 4 stages

• It’s impossible to have activities scheduled for a won opportunity

• There is no need to create a “Lost” stage

Recurring revenues...

• are only present if you install subscription

• can be activated on each individual opportunity

• can be activated in the CRM settings

What happens if I click here?

• It reloads the page so that I can see new options

• It manually triggers the action

• It switches the assignation mode to automatic