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.
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.
An Example of Kanban Color Change,
Newly Created Opportunity is set to Green color, And mail will be sent to a customer.
An example of mail,