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Anyone can list the client stages on the CRM?

By
JZA
on 10/30/13, 2:12 AM 1,210 views

I am trying to understand the different stages that the clients go through from lead, opportunity, negotiation, and so on, programatically! I found the technical documentation on the crm.lead_id stages here. However I still can't fit the negotiation, and other stages from the information on this module. So far only new, won, lost and can't find: qualification, proposition and negotiation.

Any help on identifying them on the objects?

1

Ray Carnes

--Ray Carnes--
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Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

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I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 10/31/13, 11:09 PM

Sales --> Configuration --> Leads & Opportunities --> Stages

(and this list is completely customizable)

image description

(This menu is only available to users who are members of the Technical Features group.

https://accounts.openerp.com/forum/Help-1/question/7650

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Asked: 10/30/13, 2:12 AM
Seen: 1210 times
Last updated: 9/8/16, 4:44 AM