Key Features
📧 Automated Email Notifications
- Automatic alerts to sales persons for stagnant opportunities
- Notifications for opportunities missing mandatory fields
- Customizable email templates
- Configurable activity thresholds
📊 Weekly Lead Reports
- Automated weekly reports of leads without opportunities
- Configurable recipient email addresses
- Scheduled delivery via cron jobs
- Comprehensive lead tracking
Description
Benefits:
- Improved Follow-up: Never miss a follow-up with automated reminders
- Data Quality: Ensure all opportunities have complete information
- Team Productivity: Keep your sales team focused on what matters
- Lead Management: Track and convert leads more effectively
- Configurable: Easy setup through Settings menu
Configuration:
Navigate to Settings → CRM to configure:
- Email recipients for weekly lead reports
- Automation rules and thresholds
- Email templates customization
- Scheduled job intervals
Screenshots
CRM Configuration Settings
Easy-to-use configuration interface in Odoo Settings:
Configure email recipients, automation rules, and notification thresholds directly from Settings → CRM
Specifications
| Versions | 17.0 |