Expected Closing

When managing your opportunities, it is important to establish a goal for when you wish to close the sale. Providing an expected closing date is handy for managing opportunities and running reports, identifying which opportunities are due to be closed. The priority setting ranges from lowest to highest, with three settings between. In defining your CRM system, you should identify business rules for determining under what conditions an opportunity will receive the highest priority.

Get Working with Odoo 11 - Third 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.