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 |
License | OPL-1 |
Website | https://store.weblyticlabs.com |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
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 |
License | OPL-1 |
Website | https://store.weblyticlabs.com |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |

Notification
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.

Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
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
We eagerly await your notification!
Must Have Apps
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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