Sales representatives and account teams
Users managing leads, opportunities, quotations, orders and customer records.
Foundation to operational · Odoo functional training
Odoo Functional Training for Sales Teams
Practical functional training for sales users who need to manage customers, opportunities, quotations, orders and reporting across Odoo Sales and CRM.
Practical business workflows · Guided discussion · Skills for day-to-day Odoo use
Course overview
Build practical capability in Sales Team Training
The course follows the commercial workflow from customer and product data through opportunities, quotations, sales orders and pipeline reporting. Participants also learn how Sales and CRM records connect with inventory, invoicing and other ERP processes.
Who should attend
Designed for the people responsible for the workflow
The course is focused on roles that use, supervise or support the covered Odoo processes.
Sales managers and key users
Owners of sales teams, pricing structures, pipeline discipline and reporting.
CRM and Odoo onboarding teams
Teams establishing a consistent quotation-to-order and opportunity-management process.
Prerequisites
Start with the right foundation
Required and recommended knowledge is stated clearly so participants can choose the appropriate level.
Required: sales-process awareness
Participants should understand how their organization qualifies demand, prepares quotations and confirms customer orders.
Required: general computer skills
Participants should be comfortable using web applications and maintaining structured customer data.
Odoo experience
No previous Odoo experience is required; the course introduces the interface and relevant application relationships.
What you will learn
Skills participants can apply in Odoo
Learning outcomes connect system actions with the business process and the result users need to understand.
- 01
Maintain commercial master data
Create and manage customers, products and the sales information needed for reliable transactions.
- 02
Run quotation-to-order workflows
Prepare quotations, use templates where appropriate and confirm sales orders.
- 03
Apply prices and sales options
Understand pricelists, product types and configuration choices that affect commercial documents.
- 04
Manage CRM opportunities
Create and progress opportunities, convert leads and record won, lost and lost-reason outcomes.
- 05
Use sales reporting
Review pipeline and sales performance through Odoo reporting views.
- 06
Understand downstream effects
Recognize how confirmed sales activity connects to delivery, inventory and invoicing processes.
Course program
A structured path through the workflow
Modules progress from the necessary records and concepts into connected operational scenarios.
- 01
Odoo and ERP foundations
ERP context; relevant Odoo apps; interface navigation; personal user and language settings.
- 02
Sales foundations
Product and customer records; quotation and sales-order forms; the standard sales process.
- 03
Sales configuration and reporting
Sales settings; product types; pricelists; sales options; quotation templates; sales teams and reporting.
- 04
CRM pipeline
CRM purpose; opportunities; lead conversion; quotations from opportunities; won and lost stages; lost reasons and pipeline analysis.
- 05
Connected ERP workflows
How Sales and CRM records interact with inventory, delivery, invoicing and other operational apps.
Practical business scenarios
Apply the course to real operational sequences
The training goes beyond a feature tour by connecting actions across records, roles and business outcomes.
Lead to opportunity
Qualify a lead, create the opportunity and maintain the information needed for the next sales action.
Opportunity to quotation
Prepare a commercial proposal from the pipeline using appropriate customer, product and pricing data.
Quotation to sales order
Confirm the customer commitment and understand the operational records created downstream.
Pipeline review
Use stages, won and lost outcomes, lost reasons and reporting to assess sales activity.
Training approach
Learn the workflow, not just the interface
ERPixel connects Odoo actions to the business decisions, records and handoffs behind them.
Process context
Each feature is explained in the context of the business workflow it supports.
Practical operations
Participants work through the records, decisions and exceptions used in day-to-day operations.
Questions and discussion
The course creates room to clarify why a workflow behaves as it does and how connected Odoo apps affect it.
Usable skills
Learning outcomes focus on tasks participants should be able to perform and interpret after training.
Official Odoo Partner
ERPixel — Official Odoo Ready Partner
Odoo implementation, development, integration and ongoing support.
Why train with ERPixel
Training grounded in delivery experience
ERPixel connects functional instruction with the implementation, integration and support context in which Odoo users actually work.
10+ years of relevant professional experience
The trainer brings more than a decade of relevant experience across business software, ERP, Odoo, analytics and automation work.
Business-process perspective
Training explains how records, controls and connected Odoo apps support the wider operating process.
Implementation-aware guidance
As an official Odoo Partner, ERPixel understands how configuration, user responsibilities and adoption meet during delivery and ongoing use.
Related training
Continue through a relevant learning path
Explore the next level or an adjacent functional workflow.
Odoo Functional Training for Inventory Teams
Follow confirmed demand into delivery, stock movement and warehouse operations.
Course FAQ
Questions about Sales Team Training
Clarify the expected experience, scope and relationship to other ERPixel courses.
Does this course cover both Sales and CRM?
Yes. It covers the quotation-to-order process in Sales and the lead and opportunity workflow in CRM, including the relationship between them.
Is previous Odoo experience required?
No. The course begins with the Odoo interface and relevant application relationships before moving into operational workflows.
Does the course explain inventory and invoicing?
It explains how sales records connect to those downstream processes. Detailed warehouse operations are covered in the related Inventory training.
Odoo training for your team
Discuss Sales Team Training with ERPixel
Tell us about the participant roles, current Odoo experience and workflows you want the training to address. We can clarify course fit and the appropriate scope.