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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

Understanding your pipeline

You use the pipeline to organize your opportunities according to what stage they are at within your sales process. Click on Pipeline in the CRM menu to see the overall layout of the Pipeline screen, as shown in the following screenshot:

In the preceding Pipeline form, one of the first things that you may notice is that there are default filters applied to the view. In the top search box, you will see that there is a filter to limit the records in this view using the My Pipeline filter. This effectively limits the records, so you only see your opportunities from your primary sales team. Removing the My Pipeline filter will allow you to see opportunities from other salespeople in your organization.

Creating a new opportunity

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