When you create an opportunity from either a customer or a lead, the information is automatically brought over into the Lead page tab in the Opportunity. The following screenshot is of the Lead tab of Opportunity form:
- Title Page
- Copyright and Credits
- Packt Upsell
- Contributors
- Preface
- Setting Up Odoo 11
- What's new in Odoo 11?
- Community and Enterprise Editions of Odoo
- Getting started with Odoo Online
- Getting to know the Odoo architecture
- Choosing your installation operating system
- Understanding Odoo releases
- Installing Odoo on Windows OS
- Installing Odoo on Ubuntu
- Troubleshooting and Odoo management tips
- Summary
- Installing Your First Application
- What's new in Odoo 11?
- Gathering requirements
- Creating a new database in Odoo
- Installing the Sales Management module
- Getting to know the basic Odoo interface
- Creating your first customer
- Entering a product in Odoo
- Setting company information
- Entering your first sales order
- Invoicing the sale
- Summary
- Exploring CRM in Odoo 11
- Using CRM as a business strategy
- Managing the customer experience
- Treating your customer like a real person
- Using your mission statements and company goals to drive the design of your CRM system
- Real-world case study – improving customer experience
- Installing the CRM application
- Assigning the sales representative or account manager
- Understanding Your Pipeline
- Leads and opportunities
- Using Odoo to schedule calls, meetings, and events
- Specifying meeting details
- Summary
- Using CRM as a business strategy
- Purchasing with Odoo
- What's new in Odoo 11
- Understanding the overall purchasing process
- Installing the purchasing application
- Configuring your product for procurement
- Creating your first purchase quotation
- Receiving products
- Summary
- Making Goods with Manufacturing Resource Planning
- What's new in Odoo 11?
- Creating manufacturing orders
- Producing the product
- Delivering the order
- Defining the workflow for your business
- A real-world example of producing a custom printed T-shirt
- Installing Manufacturing Resource Planning
- Building your Bill of Materials
- Producing the product
- Creating a work center
- Creating routing orders
- Assigning the routing to a bill of materials
- Creating a Manufacturing Order with routing and work center
- Creating routings based on product variants
- Using Unbuild Orders or reverse bill of materials
- Creating a kit using a bill of materials
- Summary
- Configuring Accounting and Finance Options
- Administering an Odoo Installation
- Implementing the Human Resources Application
- Understanding Project Management
- What's New in Odoo 11?
- Basics of Project Management
- Installing the Project Management application
- Understanding the Project dashboard
- A real-world project example for a customer
- Creating our first project
- Defining project tasks
- Scheduling an activity
- Monitoring task completion
- Calculating project costs and time
- Summary
- Creating Advanced Searches and Dashboards
- Building a Website with Odoo
- What's new in Odoo 11?
- What is a CMS?
- Why use Odoo website builder for your CMS?
- Installing the Odoo website builder
- Summary
- Implementing E-Commerce with Odoo
- Customizing Odoo for Your Business
- Modifying Documents and Reports
- What's new in Odoo 11?
- Getting the skills required to modify reports
- What is the QWeb template engine?
- Company report configuration
- Making our first simple change
- Learning how Odoo organizes reports
- Understanding the report types
- Looking at the definition for the Sales order form
- Creating a new QWeb report in Odoo
- Learning more about the power of QWeb templates
- Summary
- Discovering Custom Odoo Modules
- Exploring the Odoo application and module directory
- Building our first Odoo module
- Troubleshooting your module installation
- Using a module to add a filter to a search view
- Using Odoo to create websites and web services
- Integrating with the Odoo API
- Creating custom themes in Odoo
- Summary
- Comparing Community and Enterprise Edition
- Another Book You May Enjoy
The Contact Information page
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