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CRM Email Notification

by
Odoo

26.30

v 13.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Lines of code 120
Technical Name wbl_crm_automated_emails_for_leads
LicenseOPL-1
Websitehttps://store.weblyticlabs.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Lines of code 120
Technical Name wbl_crm_automated_emails_for_leads
LicenseOPL-1
Websitehttps://store.weblyticlabs.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

CRM Email Notification

The CRM Stage Email app enhances your sales process by automating email notifications whenever a lead transitions between stages. Admins can configure email alerts to ensure customers and admins stay informed at each step of the sales journey, from New to Qualified, Proposition, and Won.

CRM Email Notification Benefits

Enhanced customer interaction

Consistent update notifications

Automated communication

Improved lead visibility

Streamlined sales process

Increased admin efficiency

CRM Email Notification Features

Stage-Wise Email Configuration:

  • Configure specific emails for each stage in the sales pipeline.

Automatic Notification Triggers:

  • Automatically send notifications when a lead changes stage.

Dual Recipient Options:

  • Set emails to notify both the admin and customers simultaneously.

Global or Individual Stage Settings:

  • Choose whether to apply email settings globally for all stage changes, or customize them individually for each transition.
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Frequently Asked Questions

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question. You can get it right away here.

General

We provide technical support to resolve installation, configuration, and functionality-related issues. Support details are outlined in our support policy. We also customize our Odoo App to meet your business needs.
Yes, our modules are designed to be multi-language compatible. Follow the provided guidelines to configure language settings within Odoo.
Follow our step-by-step installation guide for each module. Generally, it involves downloading the module, placing it in the add-ons folder, and updating the module list in Odoo.
Our extensions are regularly updated to support the latest stable Odoo versions. For compatibility details, refer to the product description page.
Compatibility varies. Refer to the documentation or contact our support team for specific details on integrating our modules with third-party extensions.
Refer to the refund policy of Odoo for detailed information on eligibility and conditions for refunds. We strive to address concerns and provide satisfactory solutions.
Yes, our modules are designed to be responsive and compatible with various devices. Follow best practices for mobile optimization within your Odoo instance.

Admin View

Admin view of the CRM app.

Stage Selection

Select the stage that you want to send the email about. Navigate to Settings icon - Edit.

Stage Change

Check the radio if you want to email the customer and admin regarding the stage change.

Lead Changed

Lead changed from "Qualified" to "Move".

Stage Change

Emails were sent successfully to the admin and the customer informing them about the stage change.

Email Body

Email body sent to the customer.

Weblytic Labs Odoo Services
Weblytic Labs - Your one-stop solution

Thank you for exploring our Odoo App. We are committed to continuous improvement to enhance your experience.
Should you encounter any issues or have feature requests for our Odoo App, please don't hesitate to contact us at

Support Email support@weblyticlabs.com

We eagerly await your notification!

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Odoo Proprietary License v1.0

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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).

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by depending on it, importing it and using its resources), but without copying
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modules under the license of your choice, provided that this license is
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or modified copies of the Software.

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copies or substantial portions of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
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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
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