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CRM Lead Stage Approval | Lead Stage approval workflow process

by
Odoo

20.83

v 18.0 Third Party
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
LicenseSee License tab
Websitehttps://www.devintellecs.com
Versions 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
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
LicenseSee License tab
Websitehttps://www.devintellecs.com
Versions 14.0 15.0 16.0 17.0 18.0

CRM Lead Stage Approval

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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.

Community Enterprise Odoo.sh

Features

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  • 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

Bulk Confirm

Added next stage and previous stage into crm stage

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

Bulk Confirm

Buttons Visible Only Into Configure Stage

Bulk Confirm

Click On Reject Button

Bulk Confirm

When clicking on Reject button then stage goes into previous stage

Bulk Confirm

Click On Approve Button

Bulk Confirm

When clicking on Approve button then stage goes into next stage

Bulk Confirm

Shows Warning

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

Bulk Confirm

Version 1.0 | Released on : 11th December 2024

Initial Release.
  • 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

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support
DevIntelle will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this app. This is applicable from the date of purchase.

Why Us?

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logo
DevIntelle Consulting Services Pvt Ltd is an Odoo service provider India/USA based consulting company with 12+ years of experience. We provide a wide range of services, including implementation, customization, migration, support, and training. Devintellecs experienced team of Odoo can help you get the most out of your Odoo ERP system and achieve your business goals.

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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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