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CRM Dynamic Approval

by
Odoo

$ 34.42

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 326
Technical Name crm_dynamic_approval
LicenseAGPL-3
Websitehttps://www.odolution.com/
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 326
Technical Name crm_dynamic_approval
LicenseAGPL-3
Websitehttps://www.odolution.com/
Versions 16.0 17.0 18.0

Why CRM Dynamic Approval?

CRM Dynamic Approval is essential for organizations that require structured decision-making and accountability in their sales process. It enables companies to enforce approval workflows before critical actions—such as moving a lead to an opportunity or confirming a deal—are taken. This ensures that only authorized personnel can approve transitions based on configurable rules involving sales stages, deal size, or specific users or groups. By using CRM Dynamic Approval, businesses can reduce errors, prevent unauthorized actions, maintain an audit trail, and align their sales processes with internal policies and compliance standards.

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WATCH QUICK DEMO HERE

Key Attributesof CRM Dynamic Approval

Seamless Google Sheets Integration
Multi-level Approval

Supports one or more approval stages (e.g., CRMs Manager, then Finance).

Flexible Data Syncing
Blocking Actions

Prevents confirmation or progression until approval is granted.

Multi-Sheet Support
User Roles & Permissions

Only specific user or groups of users (e.g., CRMs Manager) can approve or reject.

Selective Data Export
Status Tracking

Easily check if an order is pending, approved, or rejected.

Scheduled Synchronization
Re-request

You can re-submit approval requests.

To change the status from '' to '' all approvals must be granted

The CRM Dynamic Approval Rule lets companies control who can approve CRMs order state changes, like moving from draft to confirmed. It defines specific transitions between order states (from_state → to_state) and assigns either a user or user group (like CRMs Manager) who must approve that transition. You can’t select both a user and a group for the same rule—only one. Each rule is ordered by a sequence number, can be activated/deactivated, and optionally described. This setup ensures only authorized people approve critical CRMs actions, adding a layer of security and control in the CRMs process.

Go to the CRMs Order and click on the "Configuration" menu. Select "CRM Dynamic Approval Rule" from the dropdown.

CRM Dynamic Approval Rule lets companies control who can approve CRMs order state changes, like moving from draft to confirmed. It defines specific transitions between order states (from_state → to_state) and assigns either a user or user group (like CRMs Manager) who must approve that transition. You can’t select both a user and a group for the same rule—only one. Each rule is ordered by a sequence number, can be activated/deactivated, and optionally described. This setup ensures only authorized people approve critical CRMs actions, adding a layer of security and control in the CRMs process.

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User Guide
Check out our comprehensive User Guide for step-by-step instructions Here
Contact Us
Still have questions? Don't hesitate to reach out via email at app.support@odolution.com Or via whatsapp at +923356928563 . We are happy to help!
Support Ticket
For any issues you encounter while using our app, we offer free support for 90 days from the date of CRM, provided the issue is related to the app.
To get assistance, please visit www.odolution.com to create a support ticket. Simply register on our platform and provide the details of the issue, and our team will work to resolve it promptly.

FAQs

How does the Sheets Connector integrate with Google Sheets?
The Sheets Connector integrates seamlessly with Google Sheets by allowing you to connect your Google account and automatically sync data between your sheets and other applications. It does not require any complex setup, and once connected, the data flow is smooth and consistent across platforms.
Can I sync data from multiple Google Sheets at the same time?
Yes, the Sheets Connector supports multi-sheet integration, allowing you to synchronize data from several Google Sheets simultaneously. This feature is particularly useful if you're managing data across different sheets and want them all to stay up-to-date without manual intervention.
Can I schedule data syncs to happen automatically?
Absolutely! With the scheduled synchronization feature, you can set specific intervals (e.g., daily, weekly, or monthly) for your data to sync automatically. This ensures your data remains up-to-date without the need for constant manual updates.
Is it possible to selectively export data from Google Sheets using the connector?
Yes, you can export specific fields and records using domain filter on the model you are exporting data from.

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