This module adds support for multi company on crm stage.
The new multi company rule prevents any user without access to all stages to open the CRM application. This behaviour comes from the kanban view and especially from he read_group (_read_group_fill_results) which tries to retrieve fold information from the stages even those without any lead. So to only do this on accessible stages a search is made by the current user over the stage ids returned by the group_expand method which is initially launched through a sudo.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Lets each CRM stage belong to a specific company, so stages can be kept separate between companies. Users only see and use the stages of the companies they have access to.
This module adds a Company field to CRM stages, so each stage can be assigned to one company. Stages without a company remain shared and visible to everyone.
Where it appears: - On the CRM stage form and list, a Company column/field is shown to users who can work with several companies. - In the stage search filters, you can filter stages by company.
Business rules and automatic behaviour: - A new stage automatically defaults to the company you are currently working in. - A security rule limits which stages are visible: you only see stages of companies you have access to, plus shared stages with no company. - When a lead or opportunity is linked to a stage, Odoo checks that the stage belongs to the same company as the lead, preventing mismatched combinations. - The list of stages offered on the CRM pipeline is filtered to the stages you are allowed to see, so the CRM app stays usable for users who do not have access to every company.
Areas touched: CRM stages and CRM leads/opportunities (crm.stage, crm.lead), including the pipeline kanban and stage search views.
Depends on
Models and fields (2)
- crm.lead · extends an existing modelstage_id
- crm.stage · extends an existing modelcompany_id (Company)
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 3 confirmed, 6 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/multi-company.
terminal Installation and usage
No verified informationInstallation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.