crm_stage_multi_team
Enable CRM stages to be shared across multiple sales teams with appropriate filtering for leads.
Key Features
- crm.stage: Adds a many-to-many link to sales teams so a single stage can be shared across multiple teams while hiding the legacy single-team field.
- crm.stage: On write, preserves legacy team assignment by syncing the single-team value into the multi-team relationship.
- crm.lead: Adjusts automatic stage search and kanban grouping to respect the new multi-team stage assignments, showing only relevant stages for the user's teams.
- crm.lead: Applies a domain on the stage field in forms so users only pick stages shared with the current team or global stages.
- technical: Runs a post-init hook that migrates existing stage team links into the new many-to-many field for consistency.