[Odoo-2 2022] CRM

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