Multiple & different pipelines for each Sales Team

Question

Is it possible to create multiple (more than 1) and different pipelines (specific status structure for each one) in order to be assigned to different Sales Teams?
I saw in the tutorial videos you can share pipelines among different Sales Teams but with the same status structure.
Thanks in advance for your help.

Cybrosys Techno Solutions Pvt.Ltd · Accepted Answer

Hi,
Yes, you can assign a different pipeline to each team in Odoo. Navigate
to CRM → Teams (found under the Sales tab). There, you'll find a
Pipeline button for every team.
Image [1]

Hope it helps

[1] data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAABy0AAAKpCAIAAACO/SepAAAAAXNSR0IArs4c6QAAAGhlWElmTU0AKgAAAAgABAEGAAMAAAABAAIAAAESAAMAAAABAAEAAAEoAAMAAAABAAIAAIdpAAQAAAABAAAAPgAAAAAAA6ABAAMAAAABAAEAAKACAAQAAAABAAAHLaADAAQAAAABAAACqQAAAAAs1z1WAAAC5WlUWHRYTUw6Y29tLmFkb2JlLnhtcAAAAAAAPHg6eG1wbWV0YSB4bW

Arrivy, jenna wallace · Answer

Hy david,
Yes, it’s possible to create multiple pipelines with different status structures and assign them to different Sales Teams. Each team can have its unique pipeline.

Rinkoo Kumar · Answer

Yes, you can have multiple pipelines with different stages in Odoo by assigning stages to specific Sales Teams:
Go to CRM > Configuration > Stages.
Create stages and set the “Sales Team” field.
Stages will then only appear in that team's pipeline.
Leave the field empty if you want the stage shared across all teams.

Xavier Dubuisson · Answer

I had a similar need (Customer Success as a pipeline besides our Sales pipeline). Our Odoo consultant recommended to set it up via the CRM/Configuration/Sales Teams/New menu. Once you have created the Sales Teams you need, add members to it (making sure you allow Multiple Teams in the CRM/Configuration/Settings/CRM menu if you need member(s) in multiple teams). Once the new team is created, you will find it in CRM/Sales/Teams. Each team has its own pipeline which can be set up with its specific

Francesco Inglese · Answer

Hi David, I found your question interesting, and I don't understand why no one in this forum bothers to respond. At the moment, I am also trying to assign different pipelines in the CRM based on the type of service/product to sell. Have you, by any chance, figured out how to do it?

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