| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Website (website) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 434 |
| Technical Name |
pipeline_report |
| Website | http://www.pptssolutions.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 |
Pipeline Report
This module is used to view the excel report and preview report for all the salespersons.
Step 1:
Click on Settings->Users.Check the boolean if the user is a Salesperson.
Step 2:
Click CRM->Pipeline Report.A wizard will pop up.
Step 3:
Select the salespersons and their stages needed.Click preview button to view the preview report.
Step 4:
The Preview report as follows.
Step 3:
Click generate report button to view the report in excel.
Looking for support? We are here to help you!
As an official Odoo Gold Partner, PPTS, with its 9+ years of Expertise and Experienced niche in Odoo Projects, can assist you in enhancing your business processes and work system by automating and streamlining the business functionalities through the advanced and customized latest technological solutions.
Our Odoo Services
Odoo ERP Implementation
Odoo ERP Customization
Odoo ERP Integration
Odoo ERP Migration
Odoo ERP Support
Other Services
- Artificial Intelligence
- Data Analytics
- Web Application Development
- Mobile Application Development
Feel free to contact us for any queries
Contact Us Now
Stay Connected with Us! Let's Grow Together!
Email us to: gsdsubscription@pptservices.com
Explore more about us: www.pptssolutions.com
Please log in to comment on this module