CRM Lead Transfer | Opportunity Transfer
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 10.51
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 235 |
| Technical Name |
dev_crm_lead_transfer |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 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 | 235 |
| Technical Name |
dev_crm_lead_transfer |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
CRM Lead Transfer
CRM Lead Transfer Odoo App helps you easily move leads or opportunities from one salesperson to
another. Whether you're reassigning leads due to workload, team changes, or staff exit, this app
keeps everything organized and smooth.
Start by selecting whether you want to work with Leads or Opportunities. Then choose the current
salesperson whose leads you want to view. You can also pick a date range to filter the records.
If you don’t choose a date, the app will load all records for that salesperson. Just click "Load
Lines" to fetch the data.
From the list, select the leads or opportunities you want to transfer. Then pick the new
salesperson and click "Transfer." The app will update the assigned user on each selected lead.
The previous salesperson will automatically receive an email letting them know their lead has
been reassigned.
Features
- Choose to work with CRM Leads or Opportunities.
- Filter by salesperson and optional date range.
- Load and view matching leads or opportunities with one click.
- Select and reassign multiple leads at once.
- Automatically notifies the old salesperson by email.
- Keeps lead ownership up to date and well-managed.
- Simple and user-friendly lead transfer popup.
- Saves time and avoids confusion by making lead transfers quick, trackable, and clearly communicated across the team.
This section displays all leads currently assigned to Thomas
Lead Transfer Popup
In the Lead Transfer popup, begin by selecting the type — either Lead or Opportunity. Next, choose the salesperson whose records you want to view. Optionally, you can specify a date range to filter the leads or opportunities. If no date is selected, all records for the chosen salesperson will be displayed. Click the Load Lines button to fetch and view the relevant data. From the list, select the specific leads you wish to reassign, choose the new salesperson, and then click the Transfer button to complete the reassignment.
You can view the leads that have been reassigned to the new salesperson
The previous salesperson receives an automatic email notification whenever a lead is transferred from them
Version 1.0 | Released on : 13th July 2025
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
-
Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
Devintelle Odoo Services
Connect Us
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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