Creating a New Contact in Odoo

Course Description – Creating a New Contact in Odoo

This course teaches staff how to correctly create and manage customer and company contact records in Odoo. The focus is accuracy, consistency, and preventing duplicate entries. Participants will learn how to search for existing contacts first, then create either an individual or a company profile with the required fields, including address, phone, email, and fiscal position. Best practices such as saving before adding tags and unfollowing newly created records are reinforced.

The training also covers how to add additional contacts or addresses under a company, assign roles, and select which email types each contact receives. Employees will understand how to set up invoice addresses, designate responsible payment contacts, and make records useful for other departments.

By the end of this course, users will be able to build clean, organized customer data that supports quoting, billing, and communication across the business.