Sales & Project Management

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Course content

Getting Started
- Navigate in Odoo 30 xp
  - Quiz
- Scheduling Activities 30 xp
  - Quiz
CRM & Sales Applications: Fundamentals
- Flow Chart & Reporting 30 xp
  - Quiz
- Products 30 xp
  - Quiz
- Pricelists 30 xp
  - Quiz
- Customers & Contacts 30 xp
  - Quiz
- CRM Pipeline 30 xp
  - Quiz
- Won vs Lost 30 xp
  - Quiz
- Chatter & Followers 30 xp
  - Quiz
- Using Language Templates 30 xp
  - Quiz
- Quoting using the Customer View Tab 30 xp
  - Quiz
- Expectation - Project Setup 30 xp
  - Quiz
Configuring Quotations For Invoicing Needs
Project Staging
Project Management
- Time Sheets Approval 30 xp
  - Quiz
- Expense Approval through the Expense App 30 xp
  - Quiz
- Sales Order Budget 30 xp
  - Quiz
- Project Profitability for Hourly Products 30 xp
  - Quiz
- Project Profitability for Fixed Bid Products 30 xp
  - Quiz
- Project Set Status 30 xp
  - Quiz
- Creating an Invoice 30 xp
  - Quiz
Support
- Knowledge 30 xp
  - Quiz
- Helpdesk 30 xp
  - Quiz
Business Cases
- Title & Commitment Quote 50 xp
  - Quiz
- Time & Material Quote 30 xp
  - Quiz
- Fixed Fee Quote 30 xp
  - Quiz
- Renewables Time & Material Quote 10 xp
  - Quiz
Bulletins
- Bulletins & Change Log 8/2/2023 Questionnaire 10 xp
- Bulletins & Change Log 8/17/2023 Questionnaire 10 xp

Quotation Setup - Multiple Customer Projects - Invoiced Together

30 XP

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1. From the Quotation, what happens if you change “--------Project:”

2. How do you add multiple customer project to a quotation?