How to Create and Edit Stages in Odoo 14 CRM

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. 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. 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.



Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635



Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message