How to Create a Stage or a Pipeline in Odoo 17 CRM | Create Stages | Create Pipelines | Odoo 17 CRM
1Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages.
00:00 Intro
00:14 Create pipeline
1:04 Create opportunity
1:39 Stage operations
Creating Stages:
Access the Pipeline View: Head to the CRM module and navigate to the "Pipeline" tab. This displays your current sales pipeline with existing stages and opportunities.
Add a New Stage: Locate the "+ Stage" button at the far right of the stages. Click it to open a text area where you can define the stage name.
Define the Stage Name: Keep it clear and concise, reflecting a specific step in your sales process (e.g., "Qualifying Lead," "Proposal Sent").
Add the Stage: Click the "Add" button next to the text field. This incorporates your new stage into the "My Pipelines" window.
Customizing Stages (Optional):
After creating a stage, you can fine-tune it using the settings icon (usually gears or similar) near the stage title. Here are some customization options:
Edit: Modify the stage name or add a description for better clarity.
Automate (New in Odoo 17): Set up automated actions like sending emails or assigning tasks when opportunities reach this stage.
Fold: Collapse the stage in the Kanban view to focus on specific parts of your pipeline and minimize clutter.
Delete: Remove the stage entirely (use caution, as it might impact existing opportunities).
Creating Pipelines (Indirectly):
While there's no direct "Create Pipeline" function, pipelines are essentially collections of stages that map your sales journey. You can build a new pipeline by defining custom stages specific to your sales process:
Create Multiple Stages: Follow steps 1-4 above to create several stages representing the unique steps within your sales process (e.g., Prospecting, Demo, Negotiation).
Assign Stages to Opportunities (Optional): If you have existing opportunities, navigate to their view and edit them. Assign the newly created stages to relevant opportunities, forming a custom pipeline based on your defined stages.
Tips for Effective Pipelines:
Drag and Drop Stages: Arrange the stages visually to reflect the flow of your sales process.
Standardized Terminology: Maintain consistent and clear stage names for your sales team's understanding.
Leverage Automation (New in Odoo 17): Utilize automation features to streamline workflows and boost sales efficiency.
By effectively creating and managing stages and pipelines, you can visualize your sales progress, improve opportunity management, and optimize your sales process within Odoo 17 CRM.
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