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Learn Odoo

You're reading from   Learn Odoo A beginner's guide to designing, configuring, and customizing business applications with Odoo

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Product type Paperback
Published in Oct 2019
Publisher Packt
ISBN-13 9781789536898
Length 504 pages
Edition 1st Edition
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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 (19) Chapters Close

Preface 1. Setting Up Odoo 12 FREE CHAPTER 2. Installing Your First Application 3. Exploring Customer Relationship Management in Odoo 12 4. Purchasing with Odoo 5. Making Goods with Manufacturing 6. Configuring Accounting - 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. Comparative Analysis of Community versus Enterprise Editions 17. Locating Additional Odoo Resources 18. Other Books You May Enjoy

Leads and opportunities

Odoo provides two primary documents for managing interactions with your customers or potential customers. You can think a lead 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 meet 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 about 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 if they are successful, and provide significant project...

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