Book Image

Odoo 10 Implementation Cookbook

By : Mantavya Gajjar
Book Image

Odoo 10 Implementation Cookbook

By: Mantavya Gajjar

Overview of this book

Odoo is a Python-based ERP system and is completely open source. Odoo is a comprehensive suite of business applications offering a wealth of functionalities that can be deployed to meet your business needs. This book will help you manage the different functionalities of your business and optimize it. You will learn in detail about the various facets of the business process such as sales, accounting, purchases, manufacturing, and inventory. We will cover each of these topics in detail and learn how Odoo handles all these tasks with much ease. With its modular approach, you will be able to build customized solutions, take advantage of the Odoo 10 system in your organization, and master basic administration. We will cover modules and applications in Odoo that will help optimize quality checks. You will also be able to customize major reporting functions for your teams and set up forms and documents for sales, purchase, inventory, and so on. By the end of the book, you will be able to use the major functionalities of Odoo 10 and fully implement them into your business.
Table of Contents (23 chapters)
Title Page
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Generate and qualify leads, convert to opportunity and follow-ups


Imagine a bucket full of business card. They show an interest in your products is normally called leads. The lead contains valuable information to realize a further sales opportunity. The lead has to be qualified enough before a salesman started to be working on. While the lead represents the first contact with the prospect yet to be qualified, a sales opportunity represents a potential customer. The salesman pays attention to each opportunity for the proposition, negotiation and confirms or cancels the sales.

Let's see how you can organize your sales activity and follow-up using Odoo CRM.

Getting ready

You have to choose the way, how your team will work, and you have to follow any one approach; either start with opportunity or start with leads. Odoo by default follows the start with opportunity approach, as small companies they do not have many leads, so they do not have to pass-through the qualification process. They can start...