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Module Odoo Basic Overview for Customer Concierge

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Sending Messages in Odoo

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Recommended for CC- training on sending messages in Odoo.
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1. What is the purpose of sending a message in Odoo?
To update only the sales team To inform everyone following the opportunity To close an opportunity To schedule a follow-up
2. Where can you send a message from in Odoo?
Only from the dashboard From the notifications tab Only from the sales order screen From any opportunity or company contact screen’s chatter area
3. What happens when you click on the icon in the chatter area?
It deletes followers It displays who is following the opportunity It opens your inbox It logs you out
4. Who will receive your message in Odoo?
Only the customer Only your manager Everyone following the opportunity The IT department
5. What do you select to start composing a message in Odoo?
New Comment Add Note Send Message Notify Followers
6. What feature appears when you choose “Send Message”?
A drop-down screen to compose your message A calendar invite A list of unrelated messages A warning message
7. Can you add additional people to the message in Odoo?
Yes, and this feature is mandatory The option exists, but is not currently used No, there is no way to add people Yes, and it will send a text
8. Where is the message recorded after being sent?
Email logs The opportunity’s chatter The system cache The team meeting notes
9. What button do you click to finalize and send the message?
Submit Send Close Share
10. What type of communication is this process intended for?
Private messages Internal updates to all followers Billing inquiries Customer support tickets