Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Employees (hr) • Calendar (calendar) • Contacts (contacts) |
Lines of code | 414 |
Technical Name |
aspl_automatic_lead_followup |
License | AGPL-3 |
Website | https://aspiresoftserv.com |
Versions | 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Employees (hr) • Calendar (calendar) • Contacts (contacts) |
Lines of code | 414 |
Technical Name |
aspl_automatic_lead_followup |
License | AGPL-3 |
Website | https://aspiresoftserv.com |
Versions | 15.0 16.0 17.0 18.0 |

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Automatic Lead Followup
This module in Odoo automates the process of following up with leads and potential customers. It allows you
to set predefined rules and schedules for follow-up actions, ensuring that leads are nurtured and converted
into customers more efficiently. This module helps streamline sales processes and improve lead conversion
rates.
NOTE: To make this module working you have to setup aliases.
Make sure you have setup aliases in odoo, this module only works with alias configuration, to manage replay
threading
in logger.

Screenshots
Check -> Leads
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Configuration -> Followup Templates
CRM system's configuration settings, followup templates are pre-defined message or communication templates that streamline the process of reaching out to leads or customers at specific points in the sales cycle. These templates help maintain consistency and efficiency in communication.

Configuration -> Daywise Followup Templates
CRM system's configuration settings allows users to create and customize message templates for follow-up activities on specific days. It helps in automating and scheduling follow-up communications with leads or customers, improving engagement and sales efficiency.

Followup Template Screen
This interface within a CRM system where users can create, edit, and manage follow-up message templates. It provides a user-friendly environment for customizing and organizing templates for consistent and efficient communication with leads and customers.

Leads Screen
CRM system dedicated to managing and viewing information related to leads. It typically displays lead details, contact information, and the status of potential customers, providing a central hub for lead management and conversion tracking.

Configuration -> Leads
Leads: Within a CRM system's configuration settings, the 'Leads' section allows users to customize and define lead-related parameters, fields, and workflows, tailoring the CRM to specific lead management needs.

Send Mail Followup History Screen
A user interface within a CRM system that displays a history of sent email follow-ups, providing insights into the communication timeline with leads or contacts. It helps in tracking email interactions and maintaining a record of previous follow-up attempts.

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