How to edit lead or opportunity stage?

Question

In openERP v6.1 the method by which a stage could be changed on a lead or opportunity was a green arrow which the user could press.

In v7 I cannot see a way to change the stage of a lead (even when editing the lead it is not possible to change the status under 'extra info').

For opportunities the stage can be changed from the Kanban view, but again I can't see how to from form view. Sometimes the blue icon in the top right appears as an array of arrows and sometimes just a single box (this doe

Fabien Pinckaers (fp) · Accepted Answer

The available stages are depending on the sales team. If your opportunity has a sales team defined, in the form view, the stages appear on the top right and you can click on a stage to change it.

You can also drag & drop from the kanban view.

sripada · Answer

HI,
I checked it in the sales team its having all the stages. but still its showing only one stage (lets consider stage as Proposition)
If i change it from Proposition to Won in the Kanban view its showing only won stage.
can any one help me in this..?
Thanks in advance

Francesco OpenCode · Answer

To change a state of a lead, you can drag&drop it to the new state.

patrick · Answer

In V7, I create a lead. When saving this, I get a button called 'Convert to Opportunity'. When clicking this button, it shows a window, with the option of choosing the conversion action and the related customer. You might have to add additional info to the lead in order to convert it to a new customer.

When I go to the opportunity, I have a button to 'Mark won', 'Mark lost' and 'Convert quotation'. The last button gives me a screen to specify some additional info and will create a new Quotation

相关帖文	回复	查看
No transition between stages in opportunities opportunities stages	2 3月 15	4088
Process of converting lead to opportunity in Odoo? opportunities process lead	2 5月 23	4096
Issue with multiple opportunity stages opportunities crm stages	0 9月 17	3678
How to escalate a mail to team leader? opportunities check lead	0 3月 15	6307
Confirmation when the stage change opportunities crm stages	0 3月 15	4590

此问题已终结

喜欢讨论吗？不要只阅读，加入进来！