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.
