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Anyone can list the client stages on the CRM?

on 10/30/13, 2:12 AM 1,833 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?


Ray Carnes

--Ray Carnes--
| 9 7 9
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

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Major Skills:

  • Business Process Reengineering

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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. 

I am a skilled Communicator and I only take the serious things seriously!

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.


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Asked: 10/30/13, 2:12 AM
Seen: 1833 times
Last updated: 9/8/16, 4:44 AM