From contact to opportunity

Qualify a contact and move a sales opportunity through observable stages.

Learning outcome

At the end of this lesson, you should be able to explain the decision, perform it in a test environment and identify the evidence that confirms the result.

Method

1. Observe the current state and record the expected outcome.
2. Perform one scoped change using the standard Omnifloo/Odoo interface.
3. Verify the resulting record and the independently visible effect.
4. Document exceptions, permissions and the recovery step.

Practical check

Repeat the task on a training case and keep a short note containing the initial state, action, observed result and any remaining uncertainty.