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CRM Won Restrict Per Stage

crm_won_restrict_per_stage folder_open OCA/crm open_in_new
Customer Relationship Management License: AGPL-3

This module adds the possibility to set CRM stages that are being able to see the won button (hiding it for the rest). It also restricts to change to a won stage won from an stage that doesn't have this check marked.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you control, stage by stage, whether the "Won" button is visible on CRM opportunities, and blocks moving an opportunity into a won stage from a stage where the button is hidden.

This module adds a new option on each CRM stage called "Show Won Button". You set it on the stage configuration screen, right next to the existing "Is Won" flag.

  • On an opportunity, the "Won" button only appears when the current stage has this option enabled. If the stage has it switched off, the button is hidden.
  • If someone tries to move an opportunity into a won stage while it is currently in a stage where the button is hidden, Odoo refuses the change and shows the message "You can't change to this stage from the current stage." This check runs both when the stage is changed in the form and when the record is saved, so the rule cannot be bypassed.
  • The option is enabled by default on every stage, so existing behaviour is unchanged until you turn it off on specific stages.

The module touches the CRM opportunity (crm.lead) and CRM stage (crm.stage) models and their forms. It does not add new menus or reports; the new setting appears inside the existing CRM stage configuration and the effect is visible on the opportunity form.

Depends on

crm
Models and fields (2)
  • crm.lead · extends an existing modelshow_won_button
  • crm.stage · extends an existing modelshow_won_button

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 4 confirmed, 5 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

To configure this module, you need to:

  • Go to CRM --\> Configuration --\> Pipelines--\> Stages
  • Check or uncheck "Show Won Button".

If you unchecked "Show Won Button", on that stage disappears Won Button. Additionally, you won't be able to change to won stage from a stage with this configuration.

When installing the module, all CRM stages created are set by default to "Show Won Button".

No verified information in OCA: Installation, Usage.

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.