1. What does CRM mean?
Customer Relationship Management
Creative Relationship Mayhem
Crazy Rabbits Moonwalk
1. How do you customize a stage from the main CRM dashboard (in
Kanban view)?
Navigate to Configuration > Stages > Customizations.
Hover over the top of a stage, revealing a ‘gear’ icon. Click that, and
choose customizations from a drop-down menu.
Click ‘New’ from the dashboard, and proceed to create a new stage.
This isn’t possible in Odoo CRM.
2. How do you schedule an activity for an opportunity from the main CRM
dashboard (in Kanban view)?
Click the ‘smiley face’ icon on the Kanban card of the opportunity.
Click the ‘runner’ icon on the Kanban card of the opportunity.
Click the ‘party hat’ icon on the Kanban card of the opportunity.
Click the ‘clock’ icon on the Kanban card of the opportunity.
3. In the ‘Extra Information’ tab of an opportunity form, what sections of
information can be found?
Customer Information, Marketing, and Tracking.
Customer Information, Marketing, and Time-Keeping.
Marketing, Tracking, and Revenue.
Marketing, Customer Information, and Opportunities.
1. What happens to the probability score of an opportunity as it moves
through the pipeline?
It automatically adjusts accordingly
It adjusts accordingly, when the ‘Update Probability’ button is clicked
The probability must be manually changed when it’s moved to a new
stage
Nothing. Once the probability is set, it never changes
2. If the probability has been manually changed, how can the probability
return to the Odoo probability prediction?
By clicking ‘Restore’ at the top of the opportunity form
By clicking ‘Odoo Original’ in the Chatter of the opportunity form
By clicking the ‘gear’ icon beside the probability field
It’s impossible. Once a probability is set, it never changes
3. In order to add a single salesperson to multiple sales teams, what
feature *must* be activated in the CRM settings?
Different Teams
Multiple Sales
Custom Sales
Multi Teams
1. When can you edit the status of an opportunity?
Anytime, before it’s marked as “Won”
Anytime, even after it’s been marked as “Won”
Only when it’s in the “Proposition” stage
Only when it’s in the “New” stage
2. Do you need certain access rights to create (or modify) Lost Reasons?
No, anybody can access it
No, you just need to be in Developer Mode
No, you just need a strong Wi-Fi connection
Yes, certain access rights are required
3. How does Odoo handle Lost opportunities in the pipeline?
Archives them
Deletes them
Puts them in “Lost” stage
Nothing
1. When creating a ‘Send Email’ automated action, in the ‘Send Email As’
field, what does the ‘Message’ option do?
The email will be sent as an SMS, and the message will be posted
on the record, in the Chatter – notifying all followers of the
opportunity
The email won’t be sent, but a message will be posted on the
record, in the Chatter – notifying all followers of the opportunity
The email will be sent, and the message will be posted on the
record, in the Chatter – notifying all followers of the opportunity
There is no ‘Message’ option in the ‘Send Email As’ field
2. How can you access a stage’s automations page?
Click the gear icon at the top of a stage > Select ‘Automations’
Click the gear icon at the bottom of a stage > Select ‘Customization’
Click ‘Configuration’ > Select ‘Stage Automations’
Select ‘Stage Automations’ from the CRM Pipeline Dashboard
3. When configuring a ‘Create Activity’ Type automation, in the ‘User
Type’ field, when is the ‘Specific User’ option used?
To always assign the same user on the next activity
To never assign the same user on the next activity
To give a specific user admin access to the entire databaseThis option
doesn’t exist
1. In order to use Leads in Odoo CRM, what setting MUST be activated?
Lead Opportunities
Leads
Lead Sales
No setting is required
2. When converting a lead to an opportunity, what are the two Conversion
Action options?
“Merge with other opportunities” and “Consolidate leads”
“Merge with other opportunities” and “Change status”
“Convert to opportunity” and “Add with other opportunities”
“Convert to opportunity” and “Merge with existing opportunities”
3. On a lead form, what smart button lets you know there are similar leads
in the database?
Similar Leads
Other Leads
Similar Opportunities
Related Opportunities
1. When configuring an online form to generate leads, what option MUST
be chosen from the ‘Action’ drop-down menu (while in ‘Edit’ mode)?
Lead Generation
Create an Opportunity
Opportunity Creation
Create a Lead
2. When configuring an email alias to generate leads for a sales team,
what option must be checked on the sales team form, in order for Odoo to
create a lead whenever an email is sent to that alias?
Leads
Emails
Sales
Generate
3. If a lead is generated from an email sent to an alias, where can the
body of the email be found on the lead form?
In the ‘Subject’ field
In the ‘Email Body’ tab
In the ‘Chatter’
It can not be found on the lead form
1. Is it possible to generate leads without picking a country?
Yes
No
2. Where can we generate new leads from?
My Pipeline
Team Pipelines
Leads
Configuration → Lead mining requests
All of these answers excepted Team Pipelines
3. How many different industries can you pick when generating leads?
3
5
20
As many as you wish
1. What button should be clicked on the CRM Settings page in order to
update the elements that Odoo uses for Predictive Lead Scoring
calculations?
Update Probabilities
Update Predictive Lead Scoring
Update Criteria
Update Opportunity Calculation
2. Which criteria is mandatory when calculating Predictive Lead Scoring
success rates?
Country
Email Quality
Stage
Phone Quality
3. If a probability has been entered manually, but you want to revert back
to the Odoo Predictive Lead Scoring probability calculation, what must be
clicked?
Tiny percentage icon beside ‘Probability’ on the opportunity form
Tiny pencil icon on the CRM Settings page
Tiny green gear icon beside ‘Probability’ on the opportunity form
It’s impossible
1. What happens if Odoo is not able to find extra information about your
lead?
You still pay a credit
No credit gets debited from your account
Odoo will always find a way to enrich your lead
2. What is the default time for running scheduler of the lead enrichment
feature?
1 hour
12 hours
1 day
3. Which information does the external database need to enrich your
leads?
Email address
Website
Phone number
Any of the above
1. When attempting to generate leads from Events, Appointments, or
Website visitors, what option should be selected in the ‘Lead Type’ field
on a Lead Generation Rule?
Lead
Opportunity
Generate
Create
2. In the ‘Options’ tab of an Appointment form, what box **must** be
checked to ensure that all booked appointments of this type will generate
opportunities in the pipeline?
Generate Opportunities
Create Appointments
Create Opportunities
Generate Leads
3. If a person visits our website, but doesn’t fill out any forms, and doesn’t
contact us at all, how can Odoo *still* record them as a lead (if they meet
certain criteria that we’re looking for)?
From the Website app, click Configuration > Settings. Then, activate
the ‘Record Leads’ feature, and click ‘Save’
From the Appointments app, click Configuration > Settings. Then,
activate the ‘Leads from Visits’ feature, and click ‘Save’
From the CRM app, click Configuration > Settings. Then, activate
the ‘Visits to Leads’ feature, and click ‘Save’
It’s impossible
What is the visual impact of setting a high priority on an opportunity?
The opportunity will move to the top of the stage in the Kanban view next
time CRM pipeline is loaded.
What does probability field on an opportunity indicate?
Probability of closing a deal with this prospect.
This represents the opportunity's probability of getting closed as a won deal.
The closed date indicate?
The date the opportunity was won or lost.
It seems that the closing date is populated when the lead/opportunity finally gets closed. This is great for
when they do get closed.
Which of the following is NOT true about the relationship between an
opportunity and a customer?
You can create a new customer record before or after you have won the
opportunity.
When looking at a company’s contact record, the opportunities smart
button will show.
All of the opportunities created to the company and the company’s
contact relate to those opportunities.
Duplicating an opportunity will
Create an exact copy of the opportunity in the same stage as the original
opportunity.
Hght
In the image below, what does “4 similar leads “mean?
You already received 4 requests from the same customer that seems relate to
this one.
When would it be useful to create a new property field on an opportunity?
When your sale team need to track a particular piece of information.
When Sale manager realize a certain opportunity has an overdue activity.
When sale person wants increase the clients.
When utilizing the ‘Generate Leads’ option, can you filter on the size of the
company (number of employees)?
Yes with a Filter on Size option.
Properties only appear in Kanban article item.
False
How can I deny access to a workspace article to a specific user?
By Setting the default access right to ‘Resticted’.
