Technical mailing list archives

technical@mail.odoo.com

Avatar

Re: CRM pipeline

by
Turkesh Patel, Turkesh Patel
- 2018年08月29日 00時42分09秒
Yes it is default odoo functionality. Just do proper configuration and use it.


Thanks & Regards,

Turkesh Patel

Mob: +91 9033584086

Skype: turkesh4friends

www.almightycs.com








On Tue, Aug 28, 2018 at 11:23 AM Saurav Kumar <saurav@geotechnosoft.com> wrote:
On top of that pipeline flow is configurable, so that admin can manage by himself, he don't need to find odoo developers for any such chages :-)

Thanks

On Tue, 28 Aug 2018, 11:01 Saurav Kumar, <saurav@geotechnosoft.com> wrote:
Yes we have done the same for one of our customer, they have multiple company and for each company they have seprate pipeline. User have company access and based on company they have pipeline work flow.

Even we did the same in project stage.

Please let me know if you want to see demo.

Thanks

On Tue, 28 Aug 2018, 10:56 Turkesh Patel, <turkesh4friends@gmail.com> wrote:
For each business process, you can create a diff sales team and Base on sales teams you can set pipeline stages.

i think that will serve your purpose.


Thanks & Regards,

Turkesh Patel

Mob: +91 9033584086

Skype: turkesh4friends

www.almightycs.com








On Sun, Aug 26, 2018 at 3:12 AM Tom Luo <mariolzx@gmail.com> wrote:
Hi,

Is it possible to have several pipelines in CRM?
For example, a company has several business types and hopes to have several pipelines.


Thanks,

Tom

_______________________________________________
Mailing-List: https://www.odoo.com/groups/technical-62
Post to: mailto:technical@mail.odoo.com
Unsubscribe: https://www.odoo.com/groups?unsubscribe

_______________________________________________
Mailing-List: https://www.odoo.com/groups/technical-62
Post to: mailto:technical@mail.odoo.com
Unsubscribe: https://www.odoo.com/groups?unsubscribe

_______________________________________________
Mailing-List: https://www.odoo.com/groups/technical-62
Post to: mailto:technical@mail.odoo.com
Unsubscribe: https://www.odoo.com/groups?unsubscribe

Reference