Create a sales funnel adapted to your business on Odoo
A well-designed sales funnel is essential to effectively track your sales opportunities and improve your conversion rate. .
In this tutorial, learn how to create a custom sales pipeline in Odoo, perfectly suited to your sales cycle and your way of working. Whether you're selling services, products, or in a specific sector like manufacturing, Odoo CRM lets you visualize your stages, automate follow-ups, and manage your performance with clarity.
Aujourd'hui, apprenez à structurer votre tunnel de vente pour gagner en efficacité commerciale.
1. Click on Configuration > Steps
Si ce bouton n’apparaît pas, les droits de modification n'ont peut être pas été donné à votre compte utilisateur. Tournez vous vers votre administrateur pour qu'il vous donne les droits nécessaires.
2. To begin, you can reorganize the pipeline by directly moving the stages using the small dots to the left of the name.
You can also create new steps to fit your process.
Les modifications seront visibles pour tous les utilisateurs.
3. To create a new step, after clicking on New, complete the requested fields.
Stage Name: This is how you'll know where the prospect is in the journey. You can translate the stage name to make it easier for your non-French-speaking teams to find their way around.
Is in won stage: Check if when the opportunity reaches this stage then it is considered won. For example, the prospect becomes a customer.
Collapsed in the pipeline: To avoid displaying too much information in the pipeline, you can hide the default display of a step. The step will appear collapsed, for example "Negotiation":
Conclusion :
Creating a personalized sales funnel in Odoo lays the foundations for structured, clear and efficient sales monitoring.
By adapting the steps to your actual sales cycle, you can facilitate opportunity management, strengthen team collaboration, and improve your conversion rate. With Odoo CRM's flexibility, you can refine your process over time and automate key actions to ensure you never miss an opportunity.
Want to go further in optimizing your sales approach? Consult our other tutos or contact us to adapt Odoo to your business challenges!