How to Create a Stage or a Pipeline in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 Release Date
3Odoo's CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency.
Here's a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM:
Creating a New Pipeline:
1. Navigate to Sales Settings: Go to Settings -- Sales Settings.
2. Create a New Pipeline: Click the "Create" button under the "Sales Teams" section.
3. Define Pipeline Stages:
Add Stages: Click the "Add a Stage" button to add new stages to your pipeline.
Sequence Stages: Arrange the stages in the desired order, from initial contact to closed-won or lost.
Set Probability: Assign a probability percentage to each stage to estimate the likelihood of closing a deal.
4. Assign Pipeline to Sales Teams:
Select the sales teams that will use this pipeline.
You can create multiple pipelines for different sales teams or product lines.
Creating a New Stage:
1. Open an Existing Pipeline: Navigate to the pipeline you want to modify.
2. Add a New Stage: Click the "Add a Stage" button.
3. Define Stage Details:
Name: Give the stage a clear and concise name.
Sequence: Determine the position of the stage in the pipeline.
Probability: Assign a probability percentage to the stage.
Colour: Choose a colour to differentiate the stage visually.
4. Save the Stage: Click the "Save" button to add the new stage to the pipeline.
By effectively configuring stages and pipelines, you can:
Visualize Your Sales Process: Gain a clear overview of your sales pipeline.
Track Deal Progress: Monitor the progress of deals and identify bottlenecks.
Forecast Revenue: Predict future revenue based on pipeline data.
Improve Sales Efficiency: Streamline your sales process and increase productivity.
By customizing your sales pipeline, you can tailor Odoo's CRM to your specific business needs and drive sales success.
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