Managing Spam and Junk in CRM Leads, Opportunities, and Pipelines

Filtering Spam and Junk Leads in CRM Pipelines

Automating Spam and Junk Lead Management in CRM

Optimizing CRM with Rule-Based Spam and Junk Filtering

Smart CRM Pipelines: Rule-Based Spam and Junk Handling

This module enhances Odoo CRM by enabling automated, rule-based spam and junk management for Leads, Opportunities, and Pipelines. Users can define custom rules to detect and filter out spam or junk records based on key parameters such as title, email, and description, ensuring a cleaner and more efficient CRM. Additionally, it allows manual marking of CRM records as spam or junk, enabling users to have full control over the classification process. The module also supports the creation of new detection rules and bulk processing, making it easier to manage large volumes of CRM data efficiently. In cases where records are misclassified, users can effortlessly restore them to their normal state, ensuring accuracy and flexibility in CRM management.

Detailed Features of Rule-Based Spam & Junk CRM Lead/Opportunity/Pipelines Management:

• Rule-Based Detection:
  • This module enables automatic detection and classification of spam or junk CRM Leads, Opportunities, and Pipelines either at the time of creation or whenever an existing record is modified.
  • It utilizes predefined rules that analyze key attributes such as title, email, and description, ensuring real-time filtering for improved data accuracy and a cleaner CRM database.
• Manual Flagging:
  • Users have the flexibility to manually mark CRM Leads, Opportunities, or Pipelines as spam or junk, providing greater control over classification.
  • This feature ensures that unwanted records are properly flagged while reducing the chances of genuine records being incorrectly identified as spam.
• Custom Rule Creation:
  • With this feature, users can define and configure their own spam detection rules, tailoring the filtering process to meet their specific business requirements.
  • This ensures that the CRM remains adaptable to different use cases while maintaining optimal data hygiene.
• Bulk Detection and Cleanup:
  • For efficient CRM management, the module supports bulk processing of spam and junk classification.
  • Users can apply predefined rules in bulk to quickly identify and clean up large volumes of unwanted CRM Leads, Opportunities, and Pipelines, saving time and effort.
• Restore Misclassified CRM Lead/Opportunity/Pipelines:
  • In cases where legitimate CRM Leads, Opportunities, or Pipelines are mistakenly classified as spam or junk, this feature allows users to effortlessly restore them to their normal state.
  • This ensures that valuable CRM data is not lost due to misclassification.
• Seamless CRM Integration:
  • The module integrates smoothly with the existing Odoo CRM system, ensuring minimal disruption to daily operations.
  • Users can manage spam and junk records effortlessly without affecting their workflow, leading to improved efficiency and better CRM data organization.
• For further details, please refer to the screenshots below and watch the accompanying video.

Accessing the CRM Module (Odoo Standard)

Spam Filter Rule Menu under CRM Configuration Menu(Odoo Standard)

Spam Filter Rules List View

CRM Lead/Opportunity/Pipelines Kanban View (Odoo Standard) Before Spam/Junk Detection

CRM Lead/Opportunity/Pipelines List View (Odoo Standard) Before Spam/Junk Detection

Selecting CRM Lead/Opportunity/Pipelines and Running Mark as Spam Junk Wizard

Confirmation for Marking as Spam/Junk

Redirected to Detected Spam/Junk CRM Lead/Opportunity/Pipelines

Example 1: Form View of Detected Spam/Junk CRM Lead/Opportunity/Pipelines with Spam/Junk Details Tab

Example 2: Form View of Detected Spam/Junk CRM Lead/Opportunity/Pipelines with Spam/Junk Details Tab

Example 3: Form View of Detected Spam/Junk CRM Lead/Opportunity/Pipelines with Spam/Junk Details Tab

Example 4: Form View of Detected Spam/Junk CRM Lead/Opportunity/Pipelines with Spam/Junk Details Tab

Redirected to Detected Spam/Junk CRM Lead/Opportunity/Pipelines

Form View of Detected Spam/Junk CRM Lead/Opportunity/Pipelines with Spam/Junk Details Tab

Creating CRM Lead/Opportunity/Pipelines from Website with Guest User (Odoo Standard)

Creating CRM Lead/Opportunity/Pipelines from Website with Portal User (Odoo Standard)

Created CRM Lead/Opportunity/Pipelines from Website in Backend with Spam/Junk Flag

Form View of Website Created CRM Lead/Opportunity/Pipelines with Spam/Junk Details Tab for Guest User

Form View of Website Created CRM Lead/Opportunity/Pipelines with Spam/Junk Details Tab for Portal User

Modifying an Existing CRM Lead/Opportunity/Pipelines

CRM Lead/Opportunity/Pipelines Flagged as Spam/Junk Based on Rule Detection

Mark as Spam/Junk Button in CRM Lead/Opportunity/Pipelines Form View

Mark as Spam/Junk and Create Rule Wizard

CRM Lead/Opportunity/Pipelines Flagged as Spam/Junk with New Rule

New Spam Filter Rule Created from CRM Lead/Opportunity/Pipelines

Form View of Spam Filter Rule

Mark as Normal Button in Spam/Junk Flagged CRM Lead/Opportunity/Pipelines

CRM Lead/Opportunity/Pipelines Returned to Normal After Spam Junk Flag Removed

Spam and Junk CRM Lead/Opportunity/Pipelines Filters

Filtered Spam and Junk CRM Lead/Opportunity/Pipelines

Spam and Junk CRM Lead/Opportunity/Pipelines Filters

Filtered Spam and Junk CRM Lead/Opportunity/Pipelines

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse