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Anda harus terdaftar untuk dapat berinteraksi di komunitas.
Semua Post Orang Lencana-Lencana
Label (Lihat semua)
CRM pipeline Lead sales crm
Mengenai forum ini
Anda harus terdaftar untuk dapat berinteraksi di komunitas.
Semua Post Orang Lencana-Lencana
Label (Lihat semua)
CRM pipeline Lead sales crm
Mengenai forum ini
  1. CRM
  2. Forum

More than one Pipeline

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

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6 Replies
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Nick Turner

In Odoo CRM, does anyone know if you can have more than 1 pipeline?

So two different pipelines, with different stages, customers, actions etc.

Glad of help!

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Rinkoo Kumar
Jawaban Terbai

Yes, Odoo CRM supports multiple pipelines using Sales Teams.

Each Sales Team has its own stages, team members, and opportunities. To set this up:

Go to CRM > Configuration > Sales Teams.

Create a new team (your second pipeline).

Customize its stages.

Assign opportunities to the relevant team.

Each team will then have its own separate pipeline.

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jenna wallace
Jawaban Terbai

Yes, you can have more than one pipeline in Odoo CRM by setting up different Sales Teams. Each can have its own stages and workflow.

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Alexander Koltsov
Jawaban Terbai

Sure yes.

Every company may have several pipelines related to different Customers and Customer Groups, Product Categories, Strategic goals, etc.

Different pipelines can be setup by using this default options:

  • Sales Teams. Each team has its owns CRM stages.
  • Split Leads and Opportunities. It can improve the management of incoming customer's requests.
  • Tags. Not so good but it works.
  • Companies. You may setup several companies if they really exist.

Custom fields:

  • Customer type (Partner, End-User, Reseller, etc)
  • Customer Size (Large, Medium, Small)
  • Primary Interest (list of categories or products).
  • Pipeline (any items you would like to setup).

Additionally you may follow the url: https://erpixel.com/odoo-crm-guide/

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Gautam Jha
Jawaban Terbai

Yes, in Odoo CRM, you can have more than one pipeline. Odoo allows you to create multiple sales pipelines, each with its own stages, customers, actions, and configurations. This flexibility enables businesses to manage different sales processes or product lines effectively within the same system.

Go to sales team configuration, where you can create and customize various pipelines according to your needs. 

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Suveetha
Jawaban Terbai

Could you please elaborate on your question in more detail? This will help us provide you with a more accurate and effective solution.

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Katiúscia
Jawaban Terbai

More than onde pipeline for what?
explain better what you are thinking

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