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CRM stage multiple teams

crm_stage_multi_team folder_open OCA/crm open_in_new
Sales/CRM License: AGPL-3

This module extends the CRM functionality to support multi-team stages.

Features:

  • Adds a many2many field team_ids on CRM stages, allowing a stage to be shared by multiple sales teams.

Use cases:

  • A company with multiple sales teams sharing some stages but also having exclusive ones.
  • Cleaner kanban views per team, avoiding irrelevant stages.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

This module lets a CRM stage be shared by several sales teams instead of just one. Users can assign multiple teams to a stage, and leads only see stages that belong to their team or to no team.

In standard Odoo, each CRM stage belongs to a single sales team. This module adds a new field called Sales Teams on CRM stages, so you can select several teams that share the same stage.

  • On the stage form and list, the old single-team field is hidden and replaced by a multi-team selector.
  • When you open a lead, the stage dropdown only shows stages that are either not linked to any team or linked to the lead's team.
  • The kanban view of leads is also filtered so users only see relevant stages for their teams.
  • If a stage already had one team assigned, the module automatically adds that team to the new multi-team list when the stage is saved.
  • After installation, existing stages with a team are updated so that team appears in the new multi-team field.

This affects the CRM stages configuration and the lead form and kanban views. It helps companies with multiple sales teams share common stages while keeping exclusive stages for specific teams.

Depends on

crm
Models and fields (1)
  • crm.stage · extends an existing modelteam_ids (Sales Teams)

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: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Configuration

Source · Odoo 18.0
  • Assign one or more teams to each stage in CRM \> Configuration \> Stages.
  • Global stages (with no teams) are visible for all teams.

Usage

Source · Odoo 18.0
  • When creating or moving a lead/opportunity, the stage list will be filtered according to the team of the lead or the context default_team_id.
  • In kanban view, only relevant stages will be shown.

No verified information in OCA: Installation.

info

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.