Pipeline Status

Pipeline statuses in Odoo CRM reflect critical stages in your sales funnel. Customize these stages to accurately represent your unique sales process:

New Lead: Initial contact with a potential client.
Qualified Lead: Lead meets basic criteria and shows genuine interest.
Consultation Scheduled: A scheduled call or meeting to discuss the contractor’s needs.
Proposal Sent: Proposal delivered, awaiting contract signature and payment.
Onboarding: Contractor signed and paid, onboarding in progress.
Active Client: Fully onboarded and setup in projects.

Each stage should trigger relevant automated tasks and email communications to maintain consistent client engagement.