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:

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 in this view to the Direct Sales team as well as a My Opportunities filter. This effectively limits the records so you only see your opportunities from your primary sales team. Removing the My Opportunities filter will allow you to see opportunities from other salespeople in your organization.

Creating a new opportunity

In Odoo 10, a potential sale...