• Xiaowu Zhang's avatar
    erp5_crm: new sale opportunity workflow · 9a44f065
    Xiaowu Zhang authored
    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, so user can delete it
    9a44f065
test.erp5.testCRM.py 84.2 KB