Odoo Addons (MOVED TO GITHUB)

[crm] Having both a dead and a lost CRM stage

Asked by Daniel Watkins (credativ) on 2010-12-06

Hello,

Our client differentiates between an enquiry that has gone dead, and an enquiry that they have lost (i.e. they have actively been rejected/out-quoted). OpenERP Opportunities only have the Lost stage (and the code only supports a single such stage). I'd appreciate any thoughts on how best to implement the client's requirements.

Kind regards,

Dan

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Odoo Addons (MOVED TO GITHUB) Edit question
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Last query:
2010-12-06
Last reply:
2010-12-11
Jay Vora (Serpent Consulting Services) (jayvora) said : #1

Dan,

You may opt to have different stages 'Lost','Dead','Rejected'.

Base on this, you can filter your leads I guess.

Thanks.

David Mitchell (www.novapointgroup.com) (david-novapointgroup.com) said : #2

Hi Dan,

I would recommend you consider a classic pipeline model. This setup is common in many solution selling business 2 business companies - if they are disciplined about their pipeline.

Sequence Stage Name Probability (%)
1 Stage 0 - New Assigned 4.0
2 Stage 1 - Qualified 5.0
3 Stage 2 - Sponsor Identified 15.0
4 Stage 3 - Decision Maker Engaged 30.0
5 Stage 4 - Proposal 40.0
6 Stage 5 - Decision Due 60.0
7 Stage 6 - Pending Sale 85.0
8 Stage 7 - Won 98.0
90 Lost - No Decision 0.0
91 Lost - To Competitor 0.0
92 Delayed - No Decision 5.0

I hope this helps.

In addition, company may want more specifics around 90, 91, and 92. So at time you may add a new field.

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