Working with Odoo 11 - Third Edition

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 the opportunity in the list.

It is time to update the status of our opportunity by clicking 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 that documents the changing of the opportunity from a new opportunity to a proposition. The following ...