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Learn Odoo
book

Learn Odoo

by Greg Moss
October 2019
Beginner to intermediate
504 pages
12h 57m
English
Packt Publishing
Content preview from Learn Odoo

Looking at opportunities in your Pipeline

When you navigate to the Sales menu and choose My Pipeline, you will see your opportunities displayed in the Kanban view. Here, we see our brand new $2,500 opportunity along with the customer, the next action we need to take, and when we need to take it. The following is a screenshot of the Kanban view of the pipeline:

Clicking on the small arrow on the Kanban card will bring up a small menu allowing you to perform actions related to the opportunity. You can edit the opportunity by clicking on it and choosing the Edit option:

This screen allows you to enter more information about the opportunity, ...

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Publisher Resources

ISBN: 9781789536898