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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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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

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:

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...

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