CRM and Sales · Odoo glossary
Opportunity
What is a sales opportunity? Understand potential sales, qualification, pipeline ownership and how opportunities work in Odoo CRM.
Definition
In general ERP practice
An opportunity is a potential sale being pursued with a prospective or existing customer. It represents a specific commercial possibility, with an owner, an estimated value and a place in the sales process; it is not yet a confirmed sale.
In Odoo
In Odoo CRM, an opportunity is a pipeline record with a salesperson, sales team, stage, expected revenue, probability and expected closing date. It can hold communication and activities and link to quotations. Qualified leads can be converted into opportunities.
From ERPixel practice
Before treating an enquiry as an opportunity, we establish the company, the contact’s role and purchasing authority, what they want to buy and when. Each business should define its own qualification and won criteria.
Official Odoo documentation
The Odoo-specific explanation above is based on the documentation for Odoo 19. Features and workflows can differ in other versions.
Related glossary terms
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