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Hi all!
I need different stages in opportunity/sales and leads.
Can anyone tell me, how i config the stages and sales, so i have in opportunity/sales "Stage 1" and "Stage 2" but in the leads vies only "Stage 3"?
I have use docs and google. But i don't have found a solution.
I use Odoo 13 in the CE.
Thank you!
Oliver
I have a question that how to add restriction on the lead/opportunity of stages that leads can't move from one stage to another stage before filling specific or all the fields of the form of lead.
Hi,
checkout this module: https://apps.odoo.com/apps/modules/13.0/lead_stages_by_company/
Hi,
Thanks for your answer. Its not exactly my question. But i take your link in my favorite.
Regards
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I have the same problem. I search for have 2 different pipeline stage in the crm.
For exemple we sale two different product. And we need two different stage in the pipeline.
How can i do ?
I use Odoo 13 CE too.
Thanks for your help and sorry for my bad english :)
Sylvain
I have a question that how to add restriction on the lead/opportunity of stages that leads can't move from one stage to another stage before filling specific or all the fields of the form of lead.
It should be possible to use Automated Actions to set rules like that. This example might help: https://odootricks.tips/about/automated-actions/use-automated-actions-for-validation/