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How to Create and Edit Stages in Odoo 13

CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order and genuine deal (receipt age and installment). Odoo coordinates Customer Management module alongside these procedures to achieve compelling Customer Relationship Management.

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How to Create and Edit Stages in Odoo 13

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  1. How to Create and Edit Stages in Odoo 13 www.cybrosys.com

  2. INTRODUCTION ❏ CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order and genuine deal (receipt age and installment). ❏ Odoo coordinates Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. ❏ The fundamental advances engaged with following a deal can be recorded as beneath.

  3. ❏ You can without much of a stretch make a lead from the CRM pipeline itself. ❏ A well structured sales pipeline is crucial in order to keep control of your sales process and to have a 360-degrees view of your leads, opportunities and customers. ❏ The sales pipeline is a visual representation of your sales process, from the first contact to the final sale. ❏ It refers to the process by which you generate, qualify and close leads through your sales cycle.

  4. ❏ In Odoo CRM, leads are brought in at the left end of the sales pipeline in the Kanban view and then moved along to the right from one stage to another. ❏ From the Kanban view of your pipeline, you can add stages by clicking on Add new column. ❏ When a column is created, Odoo will then automatically propose you to add another column in order to complete your process. ❏ If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location.

  5. ❏ Each stage refers to a specific step in the sale cycle and specifically the sale-readiness of your potential customer. ❏ The number of stages in the sales funnel varies from one company to another. ❏ You can move a project or opportunity to the next stage by clicking and dragging it over. ❏ When you drop it under a stage with activity sets, the tasks and events in the set will be created.

  6. ❏ To create new stage : From My Pipeline click > Add Column

  7. provide stage name > ADD Newly created stage

  8. From here we can mark as won and lost and also we can convert into new quotation

  9. Click on settings to edit the stage

  10. After folding To fold the stage > Click on Fold

  11. To edit stage > Edit Stage > Enter the details

  12. After changing the stage To change state > just drag and drop

  13. We can also change the stage by clicking on stages from form view

  14. For More For More Details Details Check our company website for related blogs and Odoo book. How to Manage Leads in Odoo 13 CRM Check our YouTube channel for functional and technical videos in Odoo. How to create and edit stages in Odoo 13 CRM ?

  15. Thank You

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