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CRM Lead Sequence Number Generation by Source

by
Odoo
v 18.0 Third Party 38
Download for v 18.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 100
Technical Name mst_crm_lead_sequence_by_source
LicenseLGPL-3
Websitehttps://mindsparktechnologies.com/odoo/
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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 100
Technical Name mst_crm_lead_sequence_by_source
LicenseLGPL-3
Websitehttps://mindsparktechnologies.com/odoo/
Mind Spark Technologies
Odoo 18 Certified
Supports: Community Enterprise
Availability: Odoo.sh On Premise
CRM Lead Sequence Number Generation by Source

CRM Lead Sequence Number Generation by Source

Streamline lead management with Odoo CRM Sequence by Source. This module automatically generates lead reference numbers based on the selected lead source, using configurable source-wise prefixes such as Search Engine, LinkedIn, Facebook, Newsletter, and more. It improves lead tracking, organizes CRM records clearly, and helps teams identify lead origin quickly for better reporting and follow-up.

Lead Source Prefix Configuration in Odoo CRM

1. Lead Source Prefix Configuration

Configure a unique prefix code for every lead source in CRM, such as Search Engine, LinkedIn, Facebook, Newsletter, or other marketing channels. Each source can have its own reference code like SE, IN, FB, or NL to support clear and organized lead numbering. This setup helps standardize lead records and gives businesses better visibility into where each opportunity is coming from.

2. Lead Creation with Source Selection

During lead creation, users simply select the source from the CRM dropdown list. Based on the chosen source, the system automatically picks the configured prefix and applies the correct sequence logic. This makes lead entry faster, more accurate, and fully aligned with source-based tracking.

Odoo CRM Lead Creation with Source Selection
Automatic Lead Sequence Generation in Odoo CRM

3. Automatic Lead Sequence Generation

Once the lead is saved, the module automatically generates a lead reference number using the configured source prefix. For example, a LinkedIn lead can be created as IN00001, while a Facebook lead can follow its own numbering pattern. This improves lead organization, supports source-wise reporting, and makes CRM records easy to identify, track, and manage.

Key Features

  • Source-wise CRM lead sequence number generation
  • Configurable prefix codes for each lead source
  • Automatic reference number creation when leads are saved
  • Supports sources like Search Engine, LinkedIn, Facebook, Newsletter, and custom channels
  • Improves lead tracking, filtering, and sales reporting
  • Simple configuration and easy-to-use CRM workflow

Benefits

  • Helps sales teams identify lead origin quickly
  • Reduces manual lead numbering and data entry mistakes
  • Maintains a clean and organized CRM database
  • Supports better lead source analysis and marketing decisions
  • Improves follow-up tracking with clear reference numbers
  • Saves time for CRM users and sales managers

Odoo Compatibility & Support

Fully compatible with Odoo 18 Community & Enterprise Editions. Support for other Odoo versions is also available based on your business requirements.

Includes FREE 90 Days Support for installation guidance, bug fixes, and functional assistance related to the module.

Our team also provides customization support and feature enhancement services based on your CRM workflow requirements.

Frequently Asked Questions

Can I configure different prefixes for different lead sources?

Yes. You can configure a separate prefix for each lead source, such as SE for Search Engine, IN for LinkedIn, FB for Facebook, or any custom prefix.

When is the lead sequence number generated?

The sequence number is automatically generated when the lead is saved with a configured lead source.

Can this module help with source-wise CRM reporting?

Yes. Since every lead reference number carries the source prefix, teams can quickly identify and analyze leads by marketing source.

Does it support custom lead sources?

Yes. The module supports default and custom lead sources based on your CRM configuration.

Is technical support available after purchase?

Yes. Free support is available for installation guidance, bug fixes, and module-related functional assistance.

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