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Working with Odoo 10

You're reading from   Working with Odoo 10 One stop guide for your enterprise needs

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Product type Paperback
Published in Jan 2017
Publisher Packt
ISBN-13 9781786462688
Length 426 pages
Edition 2nd Edition
Tools
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Author (1):
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Greg Moss Greg Moss
Author Profile Icon Greg Moss
Greg Moss
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Toc

Table of Contents (18) Chapters Close

Preface 1. Setting Up Odoo 10 FREE CHAPTER 2. Installing Your First Application 3. Exploring Customer Relationship Management in Odoo 10 4. Purchasing with Odoo 5. Making Goods with Manufacturing Resource Planning 6. Configuring Accounting Finance 7. Administering an Odoo Installation 8. Implementing the Human Resources Application 9. Understanding Project Management 10. Creating Advanced Searches and Dashboards 11. Building a Website with Odoo 12. Implementing E-Commerce with Odoo 13. Customizing Odoo for Your Business 14. Modifying Documents and Reports 15. Discovering Custom Odoo Modules 16. Comparative Analysis of Community vs Enterprise Edition appA. Locating additional Odoo resources

Leads and opportunities

Odoo provides two primary documents for managing interactions with your customers or potential customers. You can think of the Leads as less critical, and perhaps less likely to turn into a real sales situation than an opportunity. A good example of Leads would be that you get a few dozen business cards from people you met at a conference. You could add each of them as a Leads for further follow up. An example of an opportunity would be if you met someone at a conference and had a detailed conversation on how your company provides appropriate services.

Many people get confused between when to use Leads and when to use opportunities. The best way to remember is that Leads are intangible and are essentially potential contacts. Opportunities should be more clearly defined, have some sort of expected income of successful, and provide significant project details and scope compared to a simple lead.

Turning on Leads in Odoo 10

When you first install the Odoo CRM application...

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