CRM stage multiple teams
by Tecnativa https://github.com/OCA/crm , Odoo Community Association (OCA) https://github.com/OCA/crm , Odoo S.A. https://github.com/OCA/crm| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 97 |
| Technical Name |
crm_stage_multi_team |
| License | AGPL-3 |
| Website | https://github.com/OCA/crm |
CRM stage multiple teams
This module extends the CRM functionality to support multi-team stages.
Features:
- Adds a many2many field team_ids on CRM stages, allowing a stage to be shared by multiple sales teams.
Use cases:
- A company with multiple sales teams sharing some stages but also having exclusive ones.
- Cleaner kanban views per team, avoiding irrelevant stages.
Important
This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status
Table of contents
Configuration
- Assign one or more teams to each stage in CRM > Configuration > Stages.
- Global stages (with no teams) are visible for all teams.
Usage
- When creating or moving a lead/opportunity, the stage list will be filtered according to the team of the lead or the context default_team_id.
- In kanban view, only relevant stages will be shown.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Tecnativa
- Odoo SA
Contributors
- [Tecnativa](https://www.tecnativa.com): - Eduardo Ezerouali
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/crm project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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