CRM WIP
by KMEE https://github.com/KMEE/kmee-odoo-addons , Odoo Community Association (OCA) https://github.com/KMEE/kmee-odoo-addons| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 622 |
| Technical Name |
crm_wip |
| License | AGPL-3 |
| Website | https://github.com/KMEE/kmee-odoo-addons |
CRM WIP
This module extends Odoo’s CRM functionality by adding Work in Progress (WIP) features to opportunities. It allows tracking and managing opportunities that are actively being worked on, helping sales teams better organize their pipeline and prioritize their work.
Key features:
- WIP status tracking for opportunities
- Visual indicators for opportunities in progress
- Enhanced opportunity management workflow
- Integration with standard CRM features
Table of contents
Use Cases / Context
This module was developed to address the need for better tracking of active work on opportunities in the sales pipeline. It helps sales teams:
- Identify which opportunities are currently being worked on
- Improve pipeline visibility and management
- Reduce overlap in sales team efforts
- Better organize and prioritize sales activities
Configuration
To configure this module, you need to:
- Go to Settings > Users & Companies > Users
- Select the user(s) that should have access to WIP features
- Under Access Rights tab, ensure they have proper CRM access rights
- The WIP features will be automatically available in the CRM pipeline view
Usage
To use this module:
- Navigate to CRM > Pipeline
- Select an opportunity
- In the opportunity form, you’ll find the WIP status field
- Toggle the WIP status to indicate when you’re actively working on the opportunity
- Use the pipeline view to easily identify opportunities in progress
The WIP status helps track which opportunities are being actively worked on, improving pipeline management and team coordination.
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
- KMEE
Contributors
- Luis Felipe Miléo mileo@kmee.com.br
Maintainers
This module is part of the KMEE/kmee-odoo-addons project on GitHub.
You are welcome to contribute.
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