🛒 Sales & Marketing Team

Who this course is for: Group General Manager, Sales Manager (Local), Senior Sales Officer, Sales Executives, Sales Representatives, Sales Coordinators, Customer Care Officers & Assistants, Secretary to GGM, and Bike Technicians supporting sales.

You will learn how leads become opportunities, opportunities become quotations, and quotations become confirmed sales orders, plus how customer care logs every customer issue in Odoo.

Join this Course

Responsible	IT
Last Update	11/10/2026
Completion Time	2 hours 13 minutes
Members	1

Course
Reviews

- Your role in the sales flow (designation guide)
  
  New
🎯 CRM – leads and opportunities

4Lessons · 33 min
- Video: CRM basics – pipelines & opportunities
  
  New
- Video: CRM activities – never miss a follow-up
  
  New
- Video: CRM lead & opportunity basics
  
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- Working the pipeline: from new lead to won
  
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📄 Quotations and sales orders

4Lessons · 40 min
- Video: Your first quotation
  
  New
- Video: Quotation templates (quote faster)
  
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- Video: Online quotations (customer signs & pays online)
  
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- Quotation to confirmed order, the Lumala way
  
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🤝 Customer care

2Lessons · 18 min
- Video: Helpdesk tickets for customer care
  
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- Logging and resolving customer issues
  
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📞 Calls, WhatsApp & Showroom

4Lessons · 30 min
- Video: Making & receiving calls (VoIP softphone)
  
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- Video: WhatsApp messaging in Odoo
  
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- Video: Point of Sale basics (showroom sales)
  
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- Lumala tools: Dialog softphone, call analytics & stock popup
  
  New