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Assess your Odoo CRM skills for free

45-question technical assessment drawn from a 72-question bank to place a learner in Odoo CRM and recommend the most useful training modules.

This assessment measures knowledge and produces a practical diagnostic. Modules are recommended after the test; they are not an offer of paid courses.

Start for free How does the test work?

What is assessed

Questions about practical workplace skills

The test covers different areas of the software, including beginner, intermediate and advanced questions. The score and skill-area breakdown help reveal strengths and topics to revisit.

This is not an official certification and should not be the sole factor in an employment decision.

Who can use it

Odoo CRM user

Employees and applicants.
HR professionals.
Employers, managers and team leads.

Assessment learning framework

Modules that may appear in your recommended plan

The topics below form the recommendation framework associated with this assessment. The system selects priorities using individual answers and proposes a plan to use independently with a provider of your choice. We do not deliver these courses through this website.

Topic M01

Pipeline and opportunities

Track a sales opportunity with customer, value, stage and probability • Represent the commercial progress state of an opportunity • Record the potential value associated with an opportunity

Track a sales opportunity with customer, value, stage and probability
Represent the commercial progress state of an opportunity
Record the potential value associated with an opportunity
Estimate the likelihood that an opportunity will be won
Apply a structured workflow for pipeline and opportunities

3 h

Topic M02

Leads and qualification

Record a sales contact that still needs qualification before becoming an opportunity • Turn a qualified lead into an opportunity tracked in the pipeline • Combine duplicate or similar sales records

Record a sales contact that still needs qualification before becoming an opportunity
Turn a qualified lead into an opportunity tracked in the pipeline
Combine duplicate or similar sales records
Document why a sales opportunity did not close
Apply a structured workflow for leads and qualification

3 h

Topic M03

Activities and sales follow-up

Schedule the next sales action so an opportunity is not forgotten • Define the follow-up type such as call, email, meeting or task • Assign an action with a deadline to a user

Schedule the next sales action so an opportunity is not forgotten
Define the follow-up type such as call, email, meeting or task
Assign an action with a deadline to a user
Prioritize follow-ups by due date and status
Apply a structured workflow for activities and sales follow-up

3 h

Topic M04

Sales teams and assignment

Group salespeople and their opportunities according to a sales organization • Assign primary responsibility for an opportunity to a user • Distribute leads or opportunities according to rules and capacity

Group salespeople and their opportunities according to a sales organization
Assign primary responsibility for an opportunity to a user
Distribute leads or opportunities according to rules and capacity
Supervise the results and pipeline of a sales team
Apply a structured workflow for sales teams and assignment

3 h

Topic M05

Email, contacts and communication

Centralize messages, notes, attachments and activities around a record • Automatically create leads or opportunities from a dedicated email address • Reuse a structured message with data variables

Centralize messages, notes, attachments and activities around a record
Automatically create leads or opportunities from a dedicated email address
Reuse a structured message with data variables
Link the opportunity to the relevant company or person
Apply a structured workflow for email, contacts and communication

3 h

Topic M06

Quotations and Sales integration

Create a sales quotation directly from an opportunity • Associate expected products or services with an opportunity • Formalize the order when a quotation is accepted

Create a sales quotation directly from an opportunity
Associate expected products or services with an opportunity
Formalize the order when a quotation is accepted
Let the customer view sales documents through supported portal functions
Apply a structured workflow for quotations and sales integration

3 h

Topic M07

Analysis, forecasting and reports

Analyze opportunities by stage, salesperson, team or period • Estimate future revenue from opportunities and closing dates • Dynamically cross sales measures across multiple dimensions

Analyze opportunities by stage, salesperson, team or period
Estimate future revenue from opportunities and closing dates
Dynamically cross sales measures across multiple dimensions
Visualize pipeline trends as charts
Apply a structured workflow for analysis, forecasting and reports

3 h

Topic M08

Automation and advanced qualification

Use historical data to help estimate lead success probability • Automatically trigger selected operations under configured conditions • Complete selected company information from supported services

Use historical data to help estimate lead success probability
Automatically trigger selected operations under configured conditions
Complete selected company information from supported services
Obtain prospects matching sales criteria through supported features
Apply a structured workflow for automation and advanced qualification

3 h

Topic M09

Configuration, customization and governance

Adapt pipeline stages to the organization’s actual sales process • Classify opportunities with cross-cutting labels • Limit data and actions according to user roles

Adapt pipeline stages to the organization’s actual sales process
Classify opportunities with cross-cutting labels
Limit data and actions according to user roles
Add fields or adapt selected views without traditional development when available
Apply a structured workflow for configuration, customization and governance

3 h

Assessment output

Actionable insight, not a sales pitch

The report provides an overall score, category breakdown and recommended modules. Use it to inform development discussions, document progress or complement candidate assessment.

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