CRM Stage Overview Group
Group CRM leads and opportunities by common stage name across all sales teams.
Features
- Cross-Team Visibility â Group leads and opportunities by stage name across all sales teams in one view
- Automatic Same-Name Grouping â Stages named "New", "Qualified", "Proposal", "Won" across different teams merge into single groups
- Unified Stage Reporting â "Stage Overview" group-by filter in CRM pipeline and leads search
- Optional Manual Mapping â Map pipeline stages to overview stages for advanced reporting
- No Workflow Changes â Existing team pipelines, kanban, and drag-and-drop remain unchanged
- No Extra "None" Groups â Uses stage names directly; no empty groups for unmapped stages
Professional Support & Services
Binary Bridge Technology Services provides support for Mailbox Square. Our team helps with installation, configuration, and troubleshooting so your Gmail, Outlook, and IMAP/SMTP mailboxes run smoothly inside Odoo.
Installation & Configuration
We can help you install the module, configure OAuth for Gmail and Microsoft 365, set up IMAP/SMTP accounts, and define user access and sync schedules.
Ongoing Support
Technical support for sync issues, connection errors, and best practices. We assist with updates and compatibility with your Odoo version.
Email Support | WhatsApp
Binary Bridge Technology Services
Professional Odoo Solutions | Enterprise Support
odoo@bbtech.ae | +971 56 128 6321 | www.bbtech.ae
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 203 |
| Technical Name |
crm_stage_overview_group |
| License | OPL-1 |
| Website | https://bbtech.ae |
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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