With the proposal presented, let's take down some details from what we have learned that may help us later when we come back to this opportunity. One method of collecting this information could be to add the details to the Internal Notes field in the opportunity form. There is value, however, in using the OpenChatter feature in Odoo to document our new details.
Most importantly, using OpenChatter to log notes gives you a running transcript with date and time stamps automatically generated. With the Generic Notes field, it can be very difficult to manage multiple entries. Another major advantage is that the OpenChatter feature can automatically send messages to team members' inboxes updating them on progress. let's ...
