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Stages

阶段

While discussing the main dashboard of the Odoo CRM module, we mentioned the arrangements of leads/opportunities in different stages in the pipeline. Assigning different stages for records will always help you to easily recognize the progress of each operation. Based on your requirements, you can categorize records into various stages. Once you achieve the requirements of a particular stage, you can simply drag and drop the record into the next stage. It is easy to create new stages from the dashboard itself. The method of creating new stages from the pipeline is already explained in the earlier part of this chapter. Now, let’s look at the creation of stages using the Stages option available under the Configuration menu.

在讨论Odoo CRM模块的主仪表板时，我们提到了管道中不同阶段的潜在客户/机会的安排。为记录分配不同的阶段总是有助于您轻松识别每个操作的进度。根据您的需求，您可以将记录分为不同的阶段。一旦您达到了特定阶段的要求，您就可以简单地将记录拖放到下一个阶段。从仪表板本身创建新阶段很容易。从管道创建新阶段的方法已经在本章的前面部分解释过了。现在，让我们看看如何使用Configuration菜单下的stages选项创建阶段。

The list of already configured stages can be seen in this window as shown in the image above. You can make changes in the existing stages by simply clicking on the required stage from the given list. If you want to create a new stage for the leads/opportunities in your pipeline, you can click on the Create button given in the top left corner of the screen.

在这个窗口中可以看到已经配置的阶段的列表，如上图所示。只需从给定列表中单击所需的阶段，就可以对现有阶段进行更改。如果你想为你的渠道中的潜在客户/机会创建一个新的阶段，你可以点击屏幕左上角的create按钮。

Give a suitable title for the stage in the Stage Name field. You can activate the Is Won Stage if you want to consider this particular stage as the won stage for the leads/opportunities. It is possible to fold this stage in the pipeline by activating the Folded in Pipeline option. You can mention specific teams that use this stage in the Sales Team field. By mentioning this, other teams will not be able to see or use this particular stage. Finally, you can specify some requirements in the Requirements field to move a lead/opportunity to this stage. Once you complete all necessary fields, the new stage will be added to the existing list of stages.

在“阶段名称”字段中为阶段提供一个合适的标题。如果你想将这一特定阶段视为获得线索/机会的获胜阶段，你可以激活获胜阶段。激活“在管道中折叠”选项，可以在管道中折叠此阶段。您可以在销售团队字段中提到使用此阶段的特定团队。通过提到这一点，其他团队将无法看到或使用这个特定的阶段。最后，您可以在“需求”字段中指定一些需求，以将潜在客户/机会移动到此阶段。一旦您完成了所有必要的字段，新的阶段将被添加到现有的阶段列表中。