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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

Changing the status of an opportunity

For our example, let's assume that we have prepared our proposal and made the presentation. Bring up the opportunity by using the right-click Menu in the Kanban view, or going into the list view and clicking on the Opportunity in the list.

It is time to update the status of our opportunity by clicking on the Proposition arrow at the top of the form:

Notice that you do not have to edit the record to change the status of the opportunity. At the bottom of the opportunity, you will now see a logged note generated by Odoo, which documents the changing of the opportunity from a new opportunity to a proposition. ...

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Publisher Resources

ISBN: 9781789536898