CRM: CRM Sales Menu

Purpose

The purpose of this documentation is to review the different menu items in the CRM Sales menu for Odoo 13.

Process

To get started, navigate to the CRM application.


My Pipeline

Go to Sales > My Pipeline. This view is the standard Pipeline view with the  My Pipeline filter pre-applied.


As the page title implies, the common thread for all records on this filtered view is that you (the logged in user) are set as the Salesperson.


My Pipeline

Go to Sales > My Pipeline. This view is the standard Pipeline view with the  My Pipeline filter pre-applied.


As the page title implies, the common thread for all records on this filtered view is that you (the logged in user) are set as the Salesperson.


My Quotations

Go to Sales > My quotations. This view is the standard Quotations view with the  My quotations filter pre-applied and allows you to see all of the quotations created where you (the logged in user) are the Salesperson.


Customers

Sales > customers  is a shortcut to all contacts in your database. This view is identical to the default view of the Contacts app.