CRM Lost Reason Transition
by KMEE https://github.com/KMEE/kmee-odoo-addons , Odoo Community Association (OCA) https://github.com/KMEE/kmee-odoo-addons| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 110 |
| Technical Name |
crm_lost_reason_transition |
| License | AGPL-3 |
| Website | https://github.com/KMEE/kmee-odoo-addons |
CRM Lost Reason Transition
This Odoo module enhances the CRM app by introducing configurable transitions for lost leads. It allows sales managers to define redirection rules based on the loss reason and the current stage of the lead.
When a lead is marked as lost, the system automatically:
- Redirects it to a specific sales team
- Moves it to a specific recovery stage (pipeline column)
This ensures that each loss reason is handled by the appropriate recovery workflow.
Table of contents
Configuration
To configure this module, you need to:
- Go to CRM > Configuration > Lost Lead Transitions
- Click Create to add a new transition rule
- Fill in the following fields:
- Loss Reason: The reason selected when the lead is marked as lost
- Source Stage: The current stage of the lead
- Target Team: The sales team that will handle the recovery
- Target Stage: The stage where the lead should be placed in the recovery team
- Save the rule
Once configured, the system will automatically redirect lost leads to the defined team and stage, based on the selected loss reason and current pipeline stage.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- KMEE
Maintainers
This module is part of the KMEE/kmee-odoo-addons project on GitHub.
You are welcome to contribute.
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