CRM Lead Stage Approval | Lead Stage approval workflow process
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 20.83
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Lines of code | 97 |
Technical Name |
dev_crm_lead_stage_approval |
License | See License tab |
Website | https://www.devintellecs.com |
Versions | 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Lines of code | 97 |
Technical Name |
dev_crm_lead_stage_approval |
License | See License tab |
Website | https://www.devintellecs.com |
Versions | 14.0 15.0 16.0 17.0 18.0 |
CRM Lead Stage Approval

CRM Lead Stage Approval Odoo application introduces a structured approval workflow for CRM
leads. This app adds "Approve" and "Reject" buttons to the CRM lead screen, visible only to
users with specific permissions and for configured stages where approval is required.
It enhances stage management by introducing "Approval Required," "Next Stage," and "Previous
Stage" settings in the stage configuration. When approval is necessary, the appropriate buttons
and navigation options are displayed. A warning is triggered if users attempt to move a lead
back to a previous stage after it has been approved, ensuring compliance with the workflow.
This application is perfect for businesses aiming to implement controlled and accountable lead
progression within their CRM system.
Features

- Added allow right for user to approve/reject lead.
- Added Approval Required , Next Stage and Previous Stage into stage screen.
- Added Approve and Reject button into crm lead screen.
- Button only visible to user who have allow right
- Button only visible for configure stages.
- Shows Warning When going back to previous stage after approval
Allow to Approve/Reject Lead to User

Added next stage and previous stage into crm stage
When Approval Required is True then only next stage and previous stage is visible.

Buttons Visible Only Into Configure Stage

Click On Reject Button

When clicking on Reject button then stage goes into previous stage

Click On Approve Button

When clicking on Approve button then stage goes into next stage

Shows Warning
When going back to previous stage after approval then this Warning is coming.

Version 1.0 | Released on : 11th December 2024
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
-
Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
-
Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support


Why Us?


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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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