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  • !1668

new sale opportunity workflow

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Merged Xiaowu Zhang requested to merge xiaowu.zhang/erp5:sale_opportunity into master Sep 12, 2022
  • Overview 6
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  • Changes 32

Capture_d_écran_du_2022-09-13_14-01-43

Draft: The first state when we create a new Sale Opportunity.

Open: All information of the Sale Opportunity is entered such as prospect's contact email, questions, etc

Suspended: We replied to prospect, waiting for their return.

Closed: The Sale opportunity is either 1) accepted by prospect, turn into a Sale Order; or 2) Clearly rejected by prospect.

Expired: No return/ news from prospect for some time.

Deleted: in case added by mistake

Edited Sep 15, 2022 by Xiaowu Zhang
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Source branch: sale_opportunity
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