This is the tool to remind salespersons of leads and opportunities by which an action should be undertaken today or in the Past
Single reminder for all opportunities actions
Notification is done as a single email with all actions combined in the table. No dozens useless emails.
The tool gathers all CRM leads / opportunities and checks whether the next action should be done urgently: today or in the Past.
Only important leads/opportunities are included into the reminder. Choose CRM stages on which leads should be taken into account.
Individual list of actions
The reminder is sent for each salesperson individually. If a user does not have overdue leads, he will not receive a notification at all.
Each line of opportunities' table contains an individual user link for an instant access to a related document.
Configurable opportunities reminder
A reminder is sent once per day, but you can change frequency or time.
You may also modify email appearance and change set of columns.
The module features and support depend on your Odoo version. Please select required one on the top right of this page.
We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.
OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.
This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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