I want the stage to update automatically when an activity is performed, such as:
- Sending an email
- Making a phone call
- Logging a meeting
- Completing a task
Hello Taher,
This is not available out of the box in Odoo.
In Odoo, CRM stages do not automatically change based on activities like email, call, meeting, or task by default.
Users manually change the CRM stage after completing an activity
Use Automated Actions:
Trigger: Activity Done
Action: Update Stage
This works only for simple scenarios and lacks fine control
To automatically update stages based on:
Activity type (email / call / meeting)
Activity state (done)
Lead stage logic
You need custom development:
Override activity completion logic
Map activity types → CRM stages
✔ Possible on Odoo.sh / On-Premise

Email: info@candidroot.com
Web: https://www.candidroot.com
Thanks for your time and help
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