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Rishal Chand

Hello Team

I have added some new stages in CRM after Won stage. And i want only a few users to have access to this new stage which i have added.


Someone please help how i can make few users only to have access to this new stage which i have added. 


Thanks

Rishal

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MUHAMMAD Imran
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Try to understand this. It's example

First, you need to create all your stages in Sales > Configuration > Leads & Opportunities > Stages. Their type must be Opportunity (or Both if you want to use them on leads too).
Then, you need to create you teams in Sales > Configuration > Sales Teams.
Finally, in the Stages tab of each team, you need to select the stages that are applicable and order them in the order you see fit with the handle on the leftmost side of each line. There, additional configuration also allows you to overwrite the default probability percentage and related status that the opportunity will take when you will switch to a particular stage for this team.

If you don't see one of these menus, make sure your user has the Technical features checkbox checked in Settings > Users > Access rights tab, and make sure the CRM application is installed of course.

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Rishal Chand
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Thank you Imran for the useful note.

Just 1 more query. In my CRM pipeline i have some custom field like quotation #. And i would like to make this field mandatory for my users before they can move the stage from proposition to Won.

Would you please some guide and some record rules i can set.

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ITStore
Best Answer

Hi,

checkout this app:

https://apps.odoo.com/apps/modules/13.0/lead_stages_by_company

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