October 2019
Beginner to intermediate
504 pages
12h 57m
English
We have seen that Odoo provides a default set of sales stages. Many times, however, you will want to customize the stages in a way that can best deliver an outstanding customer experience. Moving an opportunity through stages should trigger actions that create a relationship with the customer and demonstrate your understanding of their needs. A customer in the qualification stage of a sale will have very different needs and expectations than a customer that is in the negotiation phase.
For our case study, there are sometimes printing jobs that are technically complex to accomplish. With different jerseys for a variety of teams, the final details need to go through an expert technical review and approval process ...
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