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Automatic Lead Stage Update | Move Leads to Won Stage on Sales Order Confirmation

by
Odoo

45.00

v 18.0 Third Party
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
LicenseLGPL-3
Websitehttps://www.mindshare.com
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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
LicenseLGPL-3
Websitehttps://www.mindshare.com
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new logo

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.


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Industries We Serve

Trading

Trading

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

Manufacturing

Manufacturing

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

Restaurants

Restaurants

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

Retail

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.

ecommerce

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

Service Industries

Efficiently manage service requests, track time, and automate client invoicing with Odoo’s service management tools. Improve service delivery and maintain customer satisfaction effortlessly.

construction

Construction Management

Manage construction projects with ease using Odoo’s tools. Track budgets, schedules, and resources, ensuring timely delivery and quality. Streamline project workflows and improve efficiency..

real_estate

Real Estate

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

Auto Parts

Auto Parts

Efficiently manage inventory, suppliers, and customer orders with Odoo’s 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

Wholesale

Streamline inventory, supplier management, and order fulfillment with Odoo’s 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 Odoo’s hospitality tools. Streamline reservations, track inventory, and enhance guest experience with integrated solutions tailored for the hospitality industry.

3pl

Logistics & 3PL

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

Tours and Travels

Tours and Travels

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

Vehicle Rental

Vehicle Rental

Manage fleet, reservations, and customer rentals with Odoo’s vehicle rental tools. Streamline booking processes, track vehicle availability, and automate invoicing for a seamless rental experience.

Aviation

Aviation

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

Education

Education

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

Car Workshop

Car Workshop

Optimize vehicle repairs, maintenance, and service operations with Odoo’s 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

Theater

Streamline ticket sales, event scheduling, and customer management with Odoo’s 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

HRMS

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

Event

Event Planning

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

Need Help?

Got questions or need help? Get in touch.

business@mindshareit.ae
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+971 528446194

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