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CRM Stage Role Responsible

by
Odoo
v 16.0 Third Party 6
Download for v 16.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 236
Technical Name crm_stage_role_responsible
LicenseLGPL-3
Websitehttps://github.com/KMEE/kmee-odoo-addons
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CRM Stage Role Responsible

Beta License: LGPL-3 KMEE/kmee-odoo-addons

This module extends CRM stages to include role responsibilities. It allows you to:

  • Assign specific roles (BDR, SDR, Hunter, Closer, Farmer) to CRM stages
  • Automatically update the responsible user based on stage roles
  • Track BDR, SDR, Hunter, Closer, and Farmer assignments throughout the sales process
  • Transfer role information to sales orders when converting opportunities

Table of contents

Configuration

To configure this module, you need to:

  • Go to CRM > Configuration > Stages
  • For each stage, set the appropriate role responsible (BDR, SDR, Hunter, Closer, Farmer, or Default)

Usage

To use this module, you need to:

  1. Configure role responsibilities for each CRM stage
  2. Assign BDR, SDR, Farmer, Closer and Hunter users to leads/opportunities
  3. Move leads through stages - the responsible user will be automatically updated
  4. When converting to opportunity, role information will be transferred to the sales order

Known issues / Roadmap

Future improvements:

  • Add role-based notifications
  • Include role-specific KPIs and reporting
  • Add role transition validation rules

Changelog

16.0.1.0.0 (2024-03-19)

  • Initial release of the module

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

Contributors

Maintainers

This module is part of the KMEE/kmee-odoo-addons project on GitHub.

You are welcome to contribute.

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