Nio / AA - Accounting, CRM
| Responsible | Naomi Lushington |
|---|---|
| Last Update | 04/05/2026 |
| Completion Time | 5 hours 50 minutes |
| Members | 1 |
Accounting
Accounting
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CRM19Lessons · 2 hrs 41 mins
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CRM Basics - Pipelines & Opportunities | Odoo CRMNew
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Lead Generation | Odoo CRMNew
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Sales Teams | Odoo CRMNew
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Reporting and Forecasting | Odoo CRMNew
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Predictive Lead Scoring | Odoo CRMNew
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Activities | Odoo CRMNew
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Probabilities & Sales Teams | Odoo CRMNew
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Gmail Mailbox Plugin | Odoo CRMNew
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Marketing Attribution Report | Odoo CRMNew
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Sales Teams Setup & Leads Assignment | Odoo CRMNew
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CRM Basics Pt. 2: Scheduled Activities & Moving Opportunities | Odoo CRMNew
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Sales Team Reporting | Odoo CRMNew
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CRM Scheduling Activities | Odoo CRMNew
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CRM Activities Automations and Reporting | Odoo CRMNew
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Predictive Lead Scoring | Odoo CRMNew
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Outlook Mailbox Plugin | Odoo CRMNew
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CRM Leads | Odoo CRMNew
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Won and Lost Opportunities | Odoo CRMNew
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CRM Basics: All About Activities | Odoo CRMNew
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Accounting27Lessons · 3 hrs 9 mins
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Getting started | Odoo AccountingNew
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Chart of accounts | Odoo AccountingNew
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Update your chart of accounts | Odoo AccountingNew
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Import an opening balance | Odoo AccountingNew
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Issue a customer invoice | Odoo AccountingNew
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Customer invoice from sales order | Odoo AccountingNew
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Issue a credit note | Odoo AccountingNew
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Register a vendor bill | Odoo AccountingNew
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Vendor bill digitization | Odoo AccountingNew
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Payment terms & terms and conditions | Odoo AccountingNew
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Payments and outstanding accounts | Odoo AccountingNew
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Online payments | Odoo AccountingNew
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Cash discounts | Odoo AccountingNew
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Bank configuration | Odoo AccountingNew
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Bank transactions and synchronization | Odoo AccountingNew
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Bank reconciliation | Odoo AccountingNew
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Bank reconciliation | Odoo AccountingNew
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Customer payment follow-up | Odoo AccountingNew
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Fiscal positions | Odoo AccountingNew
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Tax report and return | Odoo AccountingNew
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Asset creation and management | Odoo AccountingNew
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Asset models and automation | Odoo AccountingNew
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Expense and revenue recognition and one-shot entries | Odoo AccountingNew
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Analytic budgets | Odoo AccountingNew
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Analytic Accounting | Odoo AccountingNew
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Financial reports | Odoo AccountingNew
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Closing the fiscal year | Odoo AccountingNew
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