Automatic Lead Stage Update | Move Leads to Won Stage on Sales Order Confirmation
by MindshareIT Solutions https://www.mindshare.com$ 45.00
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
Lines of code | 43 |
Technical Name |
ms_crm_lead_stage_update |
License | LGPL-3 |
Website | https://www.mindshare.com |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
Lines of code | 43 |
Technical Name |
ms_crm_lead_stage_update |
License | LGPL-3 |
Website | https://www.mindshare.com |


Automated Lead Closure in Odoo CRM : Move Leads to Won Stage Upon Sales Order Confirmation
Streamline your Odoo CRM workflow with this custom module that automatically moves leads to the "Won" stage once a quotation is confirmed into a sales order. This feature eliminates the common mistake of leaving leads in open stages, ensuring better lead tracking and a more efficient sales process. Ideal for businesses seeking to automate lead management and avoid missed opportunities.
Features

Automatic Lead Stage Update
Once a quotation is confirmed into a sales order, the module automatically moves the lead to the "Won" stage, ensuring better lead management and improved tracking.

Error Prevention
By automating the lead closure process, the module prevents users from forgetting to update lead stages, reducing manual errors and increasing sales process efficiency.
Create a new lead.

Create a Quotation from the lead.

Confirm the Quotation.

The lead will be auto moved to Won stage when Quotation is converted in Sales Order.

Our Services

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Industries We Serve

Trading
Simplify procurement and streamline sales management with Odoo's intuitive tools. Efficiently manage stock levels, suppliers, and customer orders in one platform.

Manufacturing
Optimize production workflows and manage work orders with Odooâs easy-to-use manufacturing solutions. Improve operational efficiency and reduce production costs with integrated tools.

Restaurants
Run your restaurant business smoothly with Odooâs integrated POS, inventory, and order management system. Enhance customer service and speed up table turnover with seamless operations.

Retail
Track retail inventory, manage sales, and streamline customer transactions using Odoo. Improve your retail operations with real-time data and simplified point-of-sale solutions.

E-commerce & Website
Create responsive, SEO-friendly product pages and deliver a seamless online shopping experience with Odoo. Boost online sales and improve user engagement with powerful eCommerce features.

Service Industries
Efficiently manage service requests, track time, and automate client invoicing with Odooâs service management tools. Improve service delivery and maintain customer satisfaction effortlessly.

Construction Management
Manage construction projects with ease using Odooâs tools. Track budgets, schedules, and resources, ensuring timely delivery and quality. Streamline project workflows and improve efficiency..

Real Estate
Manage property listings, sales, and rentals seamlessly with Odooâs real estate tools. Track client interactions, schedule viewings, and automate contract management to streamline operations.

Auto Parts
Efficiently manage inventory, suppliers, and customer orders with Odooâs auto parts tools. Streamline procurement, track stock levels, and improve sales processes. Offer custom backend solutions and sell auto parts online with integrated eCommerce features.9

Wholesale
Streamline inventory, supplier management, and order fulfillment with Odooâs wholesale tools. Efficiently manage bulk orders, track stock levels, and optimize pricing strategies. Offer custom backend solutions and simplify wholesale operations with integrated features.

Hospitality
Manage bookings, guest services, and operations seamlessly with Odooâs hospitality tools. Streamline reservations, track inventory, and enhance guest experience with integrated solutions tailored for the hospitality industry.

Logistics & 3PL
Optimize supply chain management, track shipments, and streamline warehouse operations with Odooâs logistics and 3PL tools. Efficiently manage inventory, orders, and deliveries with integrated solutions designed for third-party logistics providers.

Tours and Travels
Manage bookings, itineraries, and customer interactions seamlessly with Odooâs tours and travel tools. Streamline reservations, track services, and enhance customer experiences with integrated solutions tailored for the travel industry.

Vehicle Rental
Manage fleet, reservations, and customer rentals with Odooâs vehicle rental tools. Streamline booking processes, track vehicle availability, and automate invoicing for a seamless rental experience.

Aviation
Streamline flight operations, booking management, and customer services with Odooâs aviation tools. Efficiently manage reservations, track aircraft maintenance, and optimize crew schedules for smoother operations.

Education
Simplify course management, student enrollment, and scheduling with Odooâs education tools. Track student progress, manage resources, and automate administrative tasks for a streamlined learning experience.

Car Workshop
Optimize vehicle repairs, maintenance, and service operations with Odooâs tools. Manage work orders, track spare parts inventory, and streamline labor scheduling. Automate invoicing and customer communication, while tracking service history and vehicle diagnostics for improved efficiency and customer satisfaction.

Theater
Streamline ticket sales, event scheduling, and customer management with Odooâs theater tools. Manage reservations, track inventory for concessions, and optimize staff schedules. Enhance the customer experience with automated notifications and integrated solutions for smooth operations.

HRMS
Streamline employee management, payroll, recruitment, and performance tracking with Odooâs HRMS tools. Automate attendance, leave requests, and training management, while optimizing HR operations for improved efficiency and employee satisfaction.

Event Planning
Streamline event scheduling, budgeting, and guest management with Odooâs event planning tools. Manage vendor coordination, track inventory, and automate registrations, ensuring seamless execution and an enhanced experience for attendees.


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