Module Odoo Basic Overview for Customer Concierge

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Odoo pipelines

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1. Where can you find the Pipelines in Odoo?

In the Purchase Orders module Under Vendor Management In the CRM section In the Timesheets module

2. What is the correct order of the pipeline stages from start to finish?

Quote, Sent, New, EQ, Won, Verification, CAM New, Quote, CAM, Sent, EQ, Verification, Won New, CAM, Quote, Sent, Verification, EQ, Won CAM, New, Verification, Quote, EQ, Sent, Won

3. What happens in the “Verification” stage of the pipeline?

The quote is sent to the customer The opportunity is created The PO is processed and the order is scrubbed for vendor readiness Engineering reviews the files

4. What does the “EQ” (Engineering Questions) stage indicate?

That the order has been fulfilled That additional engineering clarification is needed That the order has been priced That the quote is being revised

5. How can you view only the opportunities assigned to you in the Pipeline screen?

Type your name in the search bar Sort by due date Click “Filters” and select “My Pipeline” Change the CRM background color

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