| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 156 |
| Technical Name |
eg_crm_lead_lifetime |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 156 |
| Technical Name |
eg_crm_lead_lifetime |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
CRM Lead Lifetime
The CRM Lead Lifetime module enhances Odooâs CRM capabilities by providing clear visibility into the lifecycle of each lead. It tracks how long a lead remains in every stage, enabling businesses to better understand sales performance, identify bottlenecks, and optimize their pipeline.
Features
Screenshots
Support
Service
Features
Lead Stage History
This feature tracks and displays the exact amount of time a lead spends at each stage of the CRM pipeline, offering complete visibility into its progression. It enables users to clearly understand how long leads remain in specific stages and identify any delays or inefficiencies in the sales process.
Stage Exclusion Option
This functionality allows users to exclude selected stages from being recorded in the lead history, providing flexibility in how lead lifecycle data is tracked. It is especially useful for businesses with custom workflows or stages that do not contribute to performance analysis.
Screenshot
1.) Lead Lifetime Tab
A dedicated tab within each lead provides a detailed breakdown of its journey across different stages, including the time spent at each step.
Navigation : CRM → Lead
2.) Stage Exclusion Checkbox
A simple checkbox option within stage settings gives control over whether a stage should be included in lead history tracking.
Navigation : CRM → Configuration → Stages
3.) Lead Lifetime Menu
A centralized menu offers quick access to all lead lifetime records, allowing users to review and manage tracking data efficiently from one place.
Navigation : CRM → Configuration → Lead Lifetime
4.) List View of Lead Lifetime
A structured list presents lead lifetime records grouped by lead, making it easier to follow each lead history at a glance.
5.) Group By Options
Flexible grouping options allow records to be organized by criteria such as Salesperson, Customer, or Stage.
6.) Chart View of Lead Lifetime
An interactive chart visualization transforms lead lifetime data into an easy-to-understand graphical format.
User Guide
Teams
team@inkerp.com
Suggested Products
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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