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Driving Revenue Through Odoo Opportunity & Pipeline Management

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1. What is the main purpose of documenting activities in Odoo?
To track employee attendance To keep opportunities moving toward closure and revenue To calculate employee compensation To create customer invoices
2. Where should revenue-related activities primarily be documented so they appear in the activity report?
Contact record Account/company record Opportunity Employee record
3. What should every revenue opportunity have?
A closed status At least one next step or action item A completed invoice A purchase order
4. Which of the following can be used as a next step for an opportunity?
Send an email Schedule a meeting Follow up with the customer All of the above
5. What is the recommended approach when you commit to doing something for a customer?
Wait until the customer reminds you Ask another employee to handle it Document it in Odoo and make sure you complete it Close the opportunity
6. Why should employees rely on Odoo rather than their memory to remember follow-ups?
Odoo automatically closes opportunities People are not good at remembering and organizing every task Odoo replaces customer communication Odoo automatically creates purchase orders
7. Who should be associated with a revenue opportunity as linked contacts?
Only the primary customer contact Only the purchasing manager Anyone involved in the conversation or opportunity Only the CEO of the customer organization
8. What should you do if the expected closing date for an opportunity has passed?
Leave it unchanged Delete the opportunity Update the expected closing date based on the latest customer information Immediately mark it as closed-lost
9. What does a Purchase Order (PO) represent?
A customer inquiry A customer's formal order and commitment to receive and pay for goods or services An invoice sent by the company A sales forecast
10. Once a valid Purchase Order is received, uploaded, and validated in Odoo, what happens next?
The opportunity is marked as closed-won and Finance invoices the customer The salesperson collects the payment personally The opportunity is deleted The customer receives a new quote