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How to Create Edit Stages in Odoo 14 CRM

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How to Create Edit Stages in Odoo 14 CRM

  1. 1. www.cybrosys.com How to Create Edit Stages in Odoo 14 CRM Community
  2. 2. INTRODUCTION ❖ CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability). ❖ Odoo coordinates the Customer Management module a longside these procedures to achieve compelling Customer Relationship Management. ❖ The fundamental advances engaged with following a deal can be recorded as beneath.
  3. 3. ❖ To see this go to CRM in the dashboard you will be able to see all the leads and the default stages created by Odoo.
  4. 4. ❖ You can click on the create button to create a new column.
  5. 5. ❖ Give a name to the column and click on the add button.
  6. 6. ❖ If you need to change the position of the stage you can do that be simply dragging and dropping to the required position.
  7. 7. ❖ You can click on the “+” symbol to add a new lead to that stage.
  8. 8. ❖ You can click on the Setting symbol to go to the stage settings.
  9. 9. ❖ The first option is to keep the stage in the folded state.
  10. 10. ❖ The the option Edit Stage we are able to perform different options like, make it a Won State, Making it in folded state, You can also specify a Sales Team for the state, so that you can create the same state with same name for different sales team, finally you can give Requirement description for the stage, after completing it you can Saven it.
  11. 11. ❖ Finally the third option is to Delete the stage, But thing to keep in mind is that you can only delete it if there is no record in that stage.
  12. 12. For More Details Check our company website for related blogs and Odoo book. Odoo for Beginners - Odoo V14 Check our YouTube channel for functional and technical videos in Odoo. How to Create and Edit Stages in Odoo 14 CRM Community?
  13. 13. Thank You

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