Company-Wise Stages for CRM, Projects and Helpdesk

Company-Wise Stages keeps each company in a multi-company Odoo database in its own pipeline. Assign a company to a stage and only that company sees it; leave a stage without a company and it stays shared with everyone, exactly as Odoo behaves today.

What it does

Odoo normally shares one set of CRM stages, Project task stages and Helpdesk stages across every company. This module adds a Company field to each of those stage types. When you set a company on a stage, that stage becomes visible and selectable only when the company is active. Stages you leave blank remain global, so you can mix a common backbone of shared stages with extra stages that belong to a single branch or subsidiary. The filtering applies everywhere a stage appears: the kanban columns, the stage dropdown on the record, and the stage configuration lists.

Set a company on any CRM stage, Project task stage or Helpdesk stage, or leave it blank to share the stage with all companies. Each company sees only its own pipeline columns plus the shared ones, in the kanban, the dropdowns and the configuration screens. Helpdesk support installs automatically when the Helpdesk app is present, so the same module fits both Community, which covers CRM and Projects, and Enterprise, which adds Helpdesk. The Company field is shown only in multi-company mode.

Who it's for

Groups, franchises and multi-company businesses that run several companies in one Odoo database and want each company to manage its own sales, project or support pipeline without seeing or editing the other companies' stages, while still keeping a shared set of common stages where it makes sense. Single-company databases are unaffected, and existing stages stay shared until you choose to assign a company.