Skip to Content
This question has been flagged
crmpipeline
1 Reply
4893 Views
Avatar
Sylvain Dubuisson

Hello everybody,

I need your help. I'm looking for how I can have a different CRM pipeline.

Here is the example:

Company A:

- 1 seller

- 1 product A

- 1 product B

I would like to have a sales script with steps for product A and I would like to have a sales script with different steps for product B.

The two pipelines will be completely different. And only one seller access to this two pipeline.

I'm looking for the same thing to have two different pipeline between company A and company B

Anyone have the solution?

Thank you in advance for your help.

Avatar
Discard
Avatar
ITStore
Best Answer

Hi,

For this, you need to customise stage and recird rules.

We have already developed this functionality. Check: https://apps.odoo.com/apps/modules/13.0/lead_stages_by_company

thanks

Avatar
Discard
Related Posts Replies Views Activity
How can I create 3 pipelines in CRM that are independent from the main pipeline.
crm pipeline v14
Avatar
Avatar
Avatar
Avatar
Avatar
5
Jul 24
15700
Searching by a custom field in CRM module Solved
crm search pipeline
Avatar
Avatar
1
Jun 24
1680
Changing CRM Stage Name By code
crm stages pipeline
Avatar
Avatar
1
Jun 22
3553
Team Pipelines as Default Page at CRM - Odoo 13 EP Solved
crm Odoo13 pipeline
Avatar
Avatar
Avatar
2
Feb 22
4422
Comment activer notification pour odoo CRM
crm
Avatar
Avatar
Avatar
2
Aug 25
836