| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 106 |
| Technical Name |
eg_lead_alert_enterprise |
| 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 | 106 |
| Technical Name |
eg_lead_alert_enterprise |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Lead Deadline Alert For Enterprise
Stay on top of your sales pipeline with automated reminders. This module sends alerts when a lead reaches its deadline. Users receive both scheduled activities and email notifications. User can configure alerts based on specific stages and customizable days in settings.
Features
Screenshots
Support
Service
Features
Configurable Deadline Alerts :
Define the stage and number of days before a leadâs deadline to trigger notifications , in CRM config settings.
Stage-Based Monitoring :
Set alerts for specific lead stages, ensuring reminders are relevant to your sales process.
Activity Scheduling :
Creates automatic activities linked to the lead. Helps users stay organized with clear next steps. Improves follow-up consistency and efficiency.
Email Notifications :
Sends timely emails to assigned users. Keeps everyone informed without manual effort. Supports proactive communication with leads.
Screenshot
1) CRM Config Settings
Go to Settings and select the CRM tab. Tick the checkbox Enable Lead Delay Notification to activate the feature. Set the Delay in days (e.g., 2 days) - this defines how long a lead can remain in the selected stage before triggering an alert. Choose the Lead Stage (e.g., Qualified) - alerts will be sent only if the lead stays in this stage beyond the configured delay.
Navigation : Settings → CRM
2) Lead Form View
Once the Lead Deadline Alert is configured, users will see visual and actionable reminders directly within the lead or opportunity form view.
3) Email View
Sends email notifications to users when a lead approaches its configured deadline. These emails serve as an additional reminder alongside scheduled activities. An email was generated for the lead " Global Solutions: Furnitures "
User Guide
Teams
team@inkerp.com
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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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