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’.