CRM - Lead management

This course provides a comprehensive walkthrough of how to manage your sales pipeline using the Odoo CRM at Mermaid Pools. From first contact—whether it's a walk-in, phone call, or website lead—to quoting, follow-up, and closing the sale, this training is designed to give salespeople the tools they need to stay organized, efficient, and effective.

You’ll learn how to:

• Navigate the Odoo CRM interface and customize your Kanban pipeline

• Understand and manage leads from multiple sources, including web forms

• Create and send professional quotes using templates

• Use activities to track follow-ups and ensure nothing falls through the cracks

• Build and manage email templates for faster, consistent communication

• Log wins and losses with proper tracking and follow-up reasoning

• Manage your entire pipeline with clarity and accountability

• Sync your calendar for seamless scheduling

• Tie everything together with a structured, repeatable sales process

Whether you’re new to Odoo or just need a refresher, this course will help you build confidence in the system, improve your follow-through, and ultimately help more customers find their perfect pool, hot tub, or sauna.