Customize Your Pipeline
Stages in Odoo CRM
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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 the 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.
❖ 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.

❖ 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.

❖ Click on ADD button after specify the name for adding new column.

❖ When a column is created, Odoo will then automatically propose to you to add another
column in order to complete your process.

❖ If you want to change opportunity between stages, you can easily do so by dragging and
dropping the opportunity.

❖ We will get newly added activity from kanban view.

❖ 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.

❖ To customise the changes click on this icon and we will get the options for fold, Edit stage
and Delete

❖ Specify the details and then SAVE

❖ If we click on Fold option the stage will look like this. To expand click on the stage.

❖ And you can also directly create lead from pipeline by clicking ‘+’ icon and ADD. We can
add more details by EDIT button.

❖ On each stage we can see color specification ,
❖ Green - Planned activities, Red - Overdue activities, Yellow - Today’s activity. Click
on one color and we will get the opportunity under that state.

❖ Odoo allows schedule activity from pipeline. For that click on that icon and schedule the activity.

❖ You can also create multiple schedule multiple activity.Suppose if you need to
schedule a meeting set type as meeting and then OPEN CALENDAR.

❖ Now select a date and from displayed prompt you can change the subject then
CREATE

❖ We will get calendar view like this after scheduling.

❖ Click on the activity on date and EDIT button for editing the activity details.

❖ You can add the participants , starting and ending time,meeting URL,reminders
,organizer etc then SAVE

For More
Details
Check our company website for related blogs and Odoo book.
CRM - Odoo 15 Enterprise Book
Check our YouTube channel for functional and technical
videos in Odoo.
Customize Your Pipeline Stages in Odoo CRM

Thank You