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Worksheets[Odoo-2 2022] CRM
Total questions: 15
Worksheet time: 14mins
Odoo CRM app mostly supports Pre-Sales and Sales, not After-Sales, is that True?
True
False
Which reports are available in the CRM app of Odoo EE v.15?
Forecast
Dashboard
Sales by Team Members
Activities
(on contact)
Activities
(on opportunity)
Which SMS providers were mentioned in the presentation?
Infobip
Twilio
Ring Central
Telnyx
Braze
What are the new features in the CRM app in Odoo EE v.15?
(compared with Odoo EE v.14)
New model for Team Members
Ability to auto-assign Leads to Sale Teams / Team Members
Define recurring plans and revenues on Opportunities
Lead Mining Requests to generate new leads based on their country, industry, size, etc...
New model for Lost Reasons
What are the correct sentences when assigning a new Sales Member in Sales Team(s) in Odoo EE v.15?
A member can only belong to one Sales Team.
Odoo will show a warning message if the member belongs to another Sales Team.
A member can only belong to multi Sales Teams.
Odoo will auto remove the member from the old Sales Team.
If the setting Multi Teams is disabled, Odoo will hide the member/Sales Team if the member already belongs to another team.
Which is/are module(s) support After-Sales in Odoo?
CRM
Planning
Helpdesk
Social
Mass Mailing
What are the correct sentences regarding auto-assign Leads to Sales Teams / Team Members?
Managers are able to configure the interval time for running Leads assignment in Setting.
Managers are able to configure auto-assign domains for each member of a Sales Team.
Managers are able to configure to not auto-assign Leads to a Team Member in a Sales Team.
Managers are able to configure auto-assign domains for each Sales Team.
The Leads will be updated to Opportunities before being auto-assigned to the Team Members.
Which info will be shown on the Forecast report?
(new kanban view report in CRM app in Odoo EE v.15)
The opportunities are grouped by months automatically.
All opportunities which are not assigned to any Salesperson and Sales team will be hidden.
The Expected Revenue will be shown on the Opportunity.
The total Revenue of each month is the total Expected Revenue of all Opportunities in that month.
The
Prorated Revenue is calculated by the Expected Revenue multi the Probability.
What are other changes on Odoo version 15 compared to Odoo version 14?
Not support Outlook CRM Extension.
Odoo SMS pricing is cheaper.
Merge the Next Activity and the Recommended Next Activities in the Activity Type.
Allow sending emails with CC and BCC from the email popup.
Option Predictive Lead Scoring in Setting to compute Opportunity's success rate.
In the opportunities pipeline, do the states depend on the user?
YES
NO
Business case:
The sales team wants to communicate with the customers from their Google mail app instead of going to Odoo (NERP). What are the mentioned approaches?
The Salespersons have to initiate the email thread in Odoo first, then use their mailbox to communicate with customers.
The Salespersons have to configure in Odoo which mailboxes that allow Odoo to fetch their emails.
The Salespersons have to label the mail thread they want Odoo to be fetched to Odoo.
When sending emails to the customers, the Salespersons have to BCC the email to a dummy mailbox, then Odoo will fetch emails from that mailbox.
After fetching emails, Odoo will post the email content to the first matching Opportunity which is found by customer email.
What are the features that the module Security for Menu provides?
Only show configured menus for the configured user groups.
If the users cannot see a menu, they still can access the view through the URL that the others send to them.
Only hide configured menus for the configured user groups.
Only hide configured menus for the configured users.
What are the correct sentences when sending emails through the email compose popup?
Followers of the record will be added to the list of Recipients automatically.
Users have to enter CC and BCC emails on the popup manually.
Odoo will send one email to all Recipients. All of them will be added to the email's "To" address.
Odoo will send one email to all Recipients. The first one will be the "To" address, the others will be CC addresses
The custom module "Customer Email CC BCC in Odoo" allows sending emails to CC and BCC address, but not a best practice.
What are the correct sentences about the "Optional Quick Create" module?
This module allows avoiding to "quick create" new records, through many2one fields, for a specific model.
You can configure which models should allow "quick create".
When specified, the "quick create" option will always open the standard create form.
On the standard create form opened from the "quick create", users are able to delete the incorrect record.
All options are correct.
What are the correct sentences about Contact location (Lat/Long) in Odoo?
Odoo OOTB supports getting from the Contact address Lat/Long by Google Place Map API.
Odoo OOTB supports getting Lat/Long from the Contact address by Open Street Map.
Odoo OOTB supports getting Lat/Long through a map view on Contact.
Odoo OOTB will update the Lat/Long whenever a user changes the Contact Address.
