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Working with Odoo 11

You're reading from   Working with Odoo 11 Configure, manage, and customize your Odoo system

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Product type Paperback
Published in Mar 2018
Publisher
ISBN-13 9781788476959
Length 474 pages
Edition 3rd Edition
Tools
Concepts
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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 11 FREE CHAPTER 2. Installing Your First Application 3. Exploring CRM in Odoo 11 4. Purchasing with Odoo 5. Making Goods with Manufacturing Resource Planning 6. Configuring Accounting and Finance Options 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. Comparing Community and Enterprise Edition 17. Another Book You May Enjoy

Leads and opportunities

Odoo provides two primary documents for managing interactions with your customers or potential customers. You can think of 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 Lead 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...

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