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crm_lead_substage

Author: Antiun IngenierĂ­a S.L., Serv. Tecnol. Avanzados - Pedro M. Baeza, Odoo Community Association (OCA)
License: AGPL-3
Branch: 8.0-crm_lead_substate
Repository: pedrobaeza/crm
Dependencies: crm
Languages: PO File (50, 18.7%), Python (81, 30.2%), XML (99, 36.9%), and reStructuredText (38, 14.2%)

<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> </a> <a name="substages-for-leads-opportunities"></a> <h2>Substages for leads/opportunities</h2> <p>This module allows to set substages inside the same stage for fine-graining the reasons or flows on the CRM pipelines.</p> <a name="configuration"></a> <h3>Configuration</h3> <p>Go to Sales &gt; Configuration &gt; Leads &amp; Opportunities &gt; Substages for defining the substages you want and set the stages where this substages are going to be available</p> <a name="usage"></a> <h3>Usage</h3> <p>Go to Sales &gt; Leads or Sales &gt; Opportunities, and when you are in one stage, the available substages are shown below. Click on one of them to set it. If you change the stage, then the substage is reset and the new ones available for this stage are shown.</p> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/111/8.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_substage%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Pedro M. Baeza &lt;<a class="reference external" href="mailto:pedro.baeza&#64;serviciosbaeza.com">pedro.baeza&#64;serviciosbaeza.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="http://odoo-community.org"><img alt="Odoo Community Association" src="http://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>To contribute to this module, please visit <a class="reference external" href="http://odoo-community.org">http://odoo-community.org</a>.</p>