CRM Lead Transfer | Opportunity Transfer
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 10.52
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 208 |
| Technical Name |
dev_crm_lead_transfer |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 208 |
| Technical Name |
dev_crm_lead_transfer |
| License | See License tab |
| Website | https://www.devintellecs.com |
CRM Lead Transfer
This module allows users to easily reassign leads or opportunities from one salesperson to another. Users can select whether they want to view Leads or Opportunities, and optionally choose a start and end date to filter records within a specific date range. If no dates are selected, the system will automatically load all available records. After clicking the "Load Lines" button, the filtered list of leads or opportunities will appear. Users can then choose the leads they want to transfer and assign them to a new salesperson. Once the "Transfer" button is clicked, the selected leads will be reassigned to the new salesperson, and an automatic email notification will be sent to the previous salesperson to inform them that their lead has been transferred. This helps streamline the lead management process and ensures smooth communication within the sales team.
Features
- Choose whether to work with CRM leads or opportunities.
- Select the salesperson whose leads or opportunities you want to view.
- Filter records based on a specific date range, or leave it blank to view all available records.
- Click the Load Lines button to display relevant leads/opportunities based on the selected criteria.
- you can select the leads you want to reassign a new salesperson.
- The selected leads get updated with the newly assigned salesperson.
- The previous salesperson receives an automatic email notification whenever a lead is transferred from them.
This section displays all leads currently assigned to Thomas
Lead Transfer Popup
In the Lead Transfer popup, begin by selecting the type — either Lead or Opportunity. Next, choose the salesperson whose records you want to view. Optionally, you can specify a date range to filter the leads or opportunities. If no date is selected, all records for the chosen salesperson will be displayed. Click the Load Lines button to fetch and view the relevant data. From the list, select the specific leads you wish to reassign, choose the new salesperson, and then click the Transfer button to complete the reassignment.
You can view the leads that have been reassigned to the new salesperson
The previous salesperson receives an automatic email notification whenever a lead is transferred from them
Version 1.0 | Released on : 13th July 2025
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
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If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
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Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
Devintelle Odoo Services
Connect Us
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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