| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 375 |
| Technical Name |
crm_sla |
| License | AGPL-3 |
| Website | https://github.com/escodoo/crm-addons |
CRM SLA
The CRM SLA module is a feature of Odoo that allows defining Service Level Agreements (SLAs) for opportunities (leads) generated by the CRM module. The feature offers the possibility to configure multiple priority levels and set up rules for each of them. Rules can be configured based on different fields, such as team, partner, tags and lead priority.
Table of contents
Usage
To start using the CRM SLA module, it is necessary to configure the sales teams to use SLAs and define a calendar for the rules to be applied. Once the sales team is configured, the user can create a new SLA by navigating to the “CRM” application and selecting “SLAs” from the configuration menu. From there, the user can create a new SLA and configure the rules based on the fields mentioned above.
After creating the SLAs, create a new lead and wait for the scheduled action responsible for synchronizing the SLA lines to be executed or force its execution through the technical menu where the scheduled actions are located.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Escodoo
Contributors
- Escodoo:
- Marcel Savegnago <marcel.savegnago@escodoo.com.br>
Maintainers
This module is part of the escodoo/crm-addons project on GitHub.
You are welcome to contribute.
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