We sell three different products that require three different pipelines. I wanna have a way we can create different pipelines just like the way we create different sales teams. Each pipeline should have it's own unique stages and sales person can filter using each pipeline in Kanban view.
Kindly, if there's anyone with an idea, I'll greatly appreciate this.
Thanks in advance
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You can create the 3 teams one for each product and assign team leader and manage members from CRM > Configuration > Sales Teams
You can also create and manages the stages from CRM > Configuration > Stages, you would need to activate developer mode for this. This allows you to create stage and assign to relevant team. (a stage can be assigned to 1 sales team or 'all' teams by leaving blank)
Users can navigate by either viewing all their opportunities with stages (if they are multiple teams) CRM > Sales > My Pipeline or team (product) specific opportunities/stages from CRM > Sales > Teams and clicking on "pipeline" for the team
Hope this helps!
This does not address the question. Please read carefully. And unmark as the best answer.
I have created separate sales teams and pipeline stages for the teams. The last thing i can't figure out is to assign opportunities to the sales teams. All my opportunities go to the main sales team. I can't seem to assig them to specific sales teams.
You can assign the team from the extra information tab, tracking section of the opportunity
@Jaideep: standard Odoo does not let you choose multiple sales team on a stage.
model crm.stage, field team_id is a Many2One field, not Many2Many, which is necessary in your solutions.
Any suggestions to solve this in standard Odoo v14 (E) ?
@Xavier that is correct a stage can be assigned to 1 sales team only or to 'all' teams by leaving the 'sales team' field blank on the stage
Thanks for pointing out, have updated in the answer as well.
However, could you elaborate the limitation this has on the proposed solution? The solution detailed in this post is to have 3 sales team with 3 unique stages (no shared stages)
Thanks
@Jaideep: I was referring to your third point:
3. If you wish to have common (shared stages) e.g New or Won, you can do that from
CRM > Configuration > Stages by Editing each stage you will be able to assign the sales teams that the stage is applicable to.
NOTE - you would require to enable developer mode to view 'stages' menu
In case you do want common stages -> this cannot be done in standard Odoo (unless you duplicate the stage, but that is not desirable)
@Xavier, Yes that is correct. In standard Odoo, you would need to duplicate stages if they are applicable to more than 1 team and not to ALL teams.
However if the stage is applicable to ALL the teams, then it can be shared.. for eg 'won' as a stage
This is what I am trying to ask. The solution you are giving above does not solve my problem therefore do not make it the best answer. The keywords are independent from the main pipeline.
These are the pipelines I'm trying to create and I cannot seem to find them in stages in crm. How can I create my own pipelines that can be filtered just like 'MyPipeline'
sales_channel = fields.Selection([
('alpha', 'Alpha Pipeline'),
('stage_id', 'stage_id'),
('counter_sales', 'Counter Sales Pipeline'),
('quotation', 'Quotations Pipeline'),
], string='Sales Channels', default='alpha', required=True, track_visibility='onchange', store=True)
alpha = fields.Selection([
('new', 'New'),
('visit', 'Visit Client'),
('score', 'Score'),
('confirm', 'Confirmation'),
('won', 'Won'),
], string='Alpha Pipeline', store=True, default='new', readonly=True, compute='_onchange_sales_channel')
counter_sales = fields.Selection([
('new', 'New'),
('sales_visit', 'Sales visit required'),
('preparing_quote', 'Preparing quote'),
('quotation_sent', 'Quotation Sent'),
('in_workshop', 'In Workshop'),
('cold', 'Cold'),
('won', 'Won'),
], string='Counter Sales Pipeline', store=True, default='new', readonly=True, compute='_onchange_sales_channel')
quotation = fields.Selection([
('new', 'New'),
('negotiation', 'negotiation'),
('demo', 'demo'),
('in_workshop', 'In Workshop'),
('cold', 'Cold'),
('won', 'Won'),
], string='quotation Pipeline', store=True, default='new', readonly=True, compute='_onchange_sales_channel')
The suggested solution addresses what you are looking for, elaborating each area
1. To create independent pipeline, create new team
CRM > Configuration > Sales Teams and click 'Create'
2. Create stages for each team
CRM > Sales > Teams and clicking on "pipeline" (button below the team name) for the team
Only the stages relevant to the specific team would be visible, you would be able to add or modify for a team
3. If you wish to have common (shared stages) e.g New or Won, you can do that from
CRM > Configuration > Stages by Editing each stage you will be able to assign the sales teams that the stage is applicable to.
NOTE - you would require to enable developer mode to view 'stages' menu
4. To filter on the independent pipeline (sales team).
CRM > Sales > Teams and click on "pipeline" (button below the team name) for a team
Basically filter by team_id
Jay
Sorry, no answer here, but I'm facing the same issue. Two different products, with different customers, and different sales pipelines.
If the supervisor goes to see "sales pipeline", and removes filters, he sees all the stages for both products. It's difficult to see how in one of the pipelines an opportunity is won.
Maybe someone will read this, and understand the issue.
Precisely, it is to do with the filters as you mention. Refer point 4, of the comments at the bottom of this post.
4. To filter on the independent pipeline (sales team).
CRM > Sales > Teams and click on "pipeline" (button below the team name) for a team
Basically filter by team_id
The default filter is "My Pipeline", believe you wish to filter by "team_id". To seamlessly enable this filter for your users, you might want to consider making "CRM > Sales > Teams" menu as the default CRM landing page
@Jaideep, I want to make CRM > Sales > Teams as a default page when someone opens the CRM tool. I can not find how to do this. Could you please tell me where to find it? As you said now if someone enters the CRM tool via the menu the filter "my_pipline" is active. I want to see all team pipelines as a default page.
@Joe, please check the below post to make 'Teams page as default landing page
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