How to Create a Stage or a Pipeline in Odoo 17 CRM

Using CRM module, we can manage and keep track of all new leads and opportunities in one location. It helps to manage your sales pipeline with customizable stages. In this slide let’s discuss how to create a stage or pipeline inside the CRM module in odoo 17.

1. How to Create a Stage or a Pipeline in Odoo 17 CRM Enterprise

2. Introduction Enterpr ise Using CRM module, we can manage and keep track of all new leads and opportunities in one location. It helps to manage your sales pipeline with customizable stages. In this slide let’s discuss how to create a stage or pipeline inside the CRM module in odoo 17

3. Enterprise This is the pipeline view of the CRM module.

4. Enterprise In order to create a new stage, we can click on the + stage icon. Give the name of the stage and then click on Add button. We can drag and drop this stage to anywhere we want.

5. Enterprise After creating the stage, we can create the opportunity by clicking on the + icon. Then we can give the name of the opportunity, set email, phone, expected revenue and priority also.

6. Enterprise By clicking on the settings icon, we have the stage operations like fold, edit, automations and delete options.

7. Enterprise If we click on the edit option, we have the option to fold in pipeline, to select the sales team, to choose it is a won stage or not, and to give the requirements. This requirements will appear as tooltip over the stage’s name.

8. Enterprise If we click on the Automations option, we have the option to automate everything with automation rules. i e, we can set certain rules and based on that the workflow will be automated.

9. Enterprise We can delete the stage by clicking on the delete option. The green and red colour indicates the planned activities and overdue activities respectively. The yellow colour indicates the activities that are due today.

10. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com