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How to set up phases in Lead qualification

Posted 2 years, 8 months and 23 days ago

In Odoo there is flexible stages option that you can use in your CRM cycle. Leads can have several stages and it also can be added or removed over time. This features as shown in the screenshot is extended to opportunities as well.

Navigation guide- Sales>> Configuration>> Leads and Opportunities >> Stages

Refer below screenshot while doing these changes.