| 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 |
| License | LGPL-3 |
| Website | https://github.com/KMEE/kmee-odoo-addons |
CRM Stage Role Responsible
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:
- Configure role responsibilities for each CRM stage
- Assign BDR, SDR, Farmer, Closer and Hunter users to leads/opportunities
- Move leads through stages - the responsible user will be automatically updated
- 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
- Luis Felipe Mileo <mileo@kmee.com.br>
Maintainers
This module is part of the KMEE/kmee-odoo-addons project on GitHub.
You are welcome to contribute.
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