Creating a new opportunity

In Odoo 10, a potential sale is defined by creating a new opportunity. An opportunity allows you to begin collecting information about the scope and potential outcomes for a sale. These opportunities can be created from new Leads, or an opportunity can originate from an existing customer.

For our real-world example, let's assume that Mike Smith has called and was so happy with his first order that he now wants to discuss using Silkworm for his local sports team. After a short conversation we decide to create an opportunity by clicking the Create button.

You can also use the + buttons within any of the pipeline stages to create an opportunity that is set to that stage in the pipeline.

In Odoo 10, the CRM application greatly simplified the form for entering a new opportunity. Instead of bringing up the entire opportunity form with all the fields you get a simple form that collects only the most important information. The following screenshot is of a new opportunity form:

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