Understanding Your Pipeline

Prior to Odoo 10, the CRM application primarily was a simple collection of leads and opportunities. While Odoo still uses both leads and opportunities as part of the CRM application, the concept of a Pipeline now takes center stage. You use the Pipeline to organize your opportunities by what stage they are within your sales process.

Click on Your Pipeline in the Sales menu to see the overall layout of the Pipeline screen:

Understanding Your Pipeline

In the preceding Pipeline forms, one of the first things to notice is that there are default filters applied to the view. Up in the search box you will see that there is a filter to limit the records ...

Get Working with Odoo 10 - Second Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.