16.36

v 17.0 Third Party 4
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 67
Technical Name mass_crm_pipeline_stage_update
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 15.0 17.0 18.0 13.0 16.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 67
Technical Name mass_crm_pipeline_stage_update
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 15.0 17.0 18.0 13.0 16.0 14.0

Mass Update CRM Lead / Opportunity / Pipeline Stage

Update Stage CRM Opportunity / Pipeline in Bulk

Mass Update CRM Records Stage

This app will allow your sales team user to update CRM pipelines / leads / opportunity from the list view in bulk for the same team. If the user tries to select record(s) from different sales teams on the list then the system will raise a warning.

Main Features:

  • Allow your sales team user to move the CRM pipeline / opportunity / leads stage in bulk from the list view of the CRM records for the same sales team.
  • System will only list stages on wizard which belong to that sales team or for stages where the team has not been set.
  • System will write a stage on selected records on CRM Lead / Opportunity / Pipeline records as shown.
  • For more details please see below screenshots and watch the video.

Edition Compatibility:


Enterprise Odoo.sh Community

Click on Mass Update Stage Wizard - CRM Pipelines List View.

Showing Mass Update Stage Wizard.

Showing Mass Update Stage with Select Qualified Stage on Wizard.

Showing Confirmation Message on Wizard before Proceed.

Pipeline List view with Qualified Stage Updated After Running Wizard.

Click on Mass Update Stage Wizard - Pipeline List View.

Showing Mass Update Stage Wizard.

Showing Mass Update Stage with Select Proposition Stage on Wizard.

Showing Confirmation Message on Wizard before Proceed.

Pipeline List View with Proposition Stage Updated After Running Wizard.

Showing Mass Update Stage Wizard by Selecting Records from Different Sales Team.

Showing Mass Update Stage Wizard by Selecting Records from Different Sales Team.

Showing Confirmation Message on Wizard before Proceed.

Warning Raise if CRM Records selected having different Team.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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