Odoo Hotel Management
Update CRM Pipeline status based on Orders, Deliveries and Payments
The Effective way to Update CRM Pipeline status based on orders, deliveries, invoices and payments.
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Update CRM Pipeline status based on Orders, Deliveries and Payments
Updation process
- The Effective way to Update CRM Pipeline status based on orders, deliveries, invoices and payments.
- Once the Quotation is confirmed the CRM pipeline status will be updated as Won.
- Deliver the goods and create invoices.
- Once received the full payment then the CRM pipeline status will be updated as confirmed.
Logical Workflow
1. Create a new lead:
2. Create a Quotation :
3. Once confirming the Quotation the lead will move from New to Won stage :
4. Deliver the goods :
5. Create invoice :
6. Receives full payment :
7. Once payment is fully paid then the pipeline stage will be moved from Won to Confirm stage :
