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Auto set manager as a follower in each lead

by
Odoo

16.68

v 13.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 97
Technical Name auto_lead_follower
LicenseAGPL-3
Websitehttp://www.teknovatesolution.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 97
Technical Name auto_lead_follower
LicenseAGPL-3
Websitehttp://www.teknovatesolution.com

Auto Lead follower in CRM

Features :

  • You can set any user as default follower of the lead so any new lead your user do not need to add you as follower and you can track the progress of each lead.

  • You can also set which process you want to track so you can avoid unwanted notifications.

Go to Configuration and select 'Lead Follower Setting'.



Create a new configuration and select as many fields you want to track.



Now, by create a new lead with another user you can see here that by this module 'admin' user now following this lead.



Change the state from 'New' to 'Qualified'.



Hence, if there is any changes can be done by demo user for particular fields notification will be send to a admin.



You can review your track record in message box.



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