Odoo CRM Lead Automation

Trigger various automation on Leads/ Opportunities.

Kanban Color Change of Lead/Opportunity and Send E-Mail 

CRM - Lead/ Opportunity Automation

Category: Custom Modules

Version: Odoo 8.0,9.0,10.0                                                                                                                                                                                                             

Leading A business where you prefer priority of lead/opportunity of your company to handle promptly? 

No Worries. Caret has covered this customization to provide you this facility very easily.

Note – Assuming you have installed our custom module.

 Configuration Required,

  • Configure stages of lead/opportunity. Select the field you want to monitor, an action you want to trigger and before/after timing to trigger selected action.

  • Giving a configuration example – suppose you have a scenario to send reminder mail to a customer if you don't receive any update on an opportunity by a customer. Before closing opportunity You are checking opportunities and sending reminder mail to a customer, Here is a very simple configuration which will set the expected closing opportunity to green color before one day and will send Auto-generated reminder mail to customers.       

Odoo CMS - a big picture

 An Example of Kanban Color Change,

Odoo CMS - a big picture

 Newly Created Opportunity is set to Green color, And mail will be sent to a customer.

An example of mail,

Odoo CMS - a big picture

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