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Learning Course: CRM Overview 

Video Topic: CRM Overview

Instructions:

1. Introduction to CRM
   • CRM (Customer Relationship Management) is used to track a client's journey through various stages of the sales funnel.
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2. Key Stages Covered in the Video
   • Lead Stage
   • Opportunity Stage
   • Design Order Stage
   • Sales Order Stage

1. Introduction to Leads

• This video teaches you about leads, adding leads to the platform, sending messages, managing notes and tasks, and accessing the platform calendar.
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1. Key Points Covered in the Video

• Definition of a lead
• Adding a lead to the system
• Sending messages through the CDPA platform
• Managing notes and tasks
• Accessing the platform calendar

1. Introduction to the Opportunity Stage

• This video covers when a lead converts to an opportunity, how to convert a lead, the stages of the opportunity phase, and sending quotes.

• Conversion of a lead to an opportunity
• Steps in the opportunity stage: quotation, design, invoicing, production preparation
• Sending quotes to clients

1. Introduction to Design Orders

• This video covers how to create a design order, share design information, and manage the design stages in Odoo CRM.

• Converting a quotation to a design order
• Creating a design order
• Sharing design information via Google Drive
• Managing design stages from creation to print readiness