| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 143 |
| Technical Name |
utm_source_sequence |
| License | OPL-1 |
| Website | https://signalstate.ai |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 143 |
| Technical Name |
utm_source_sequence |
| License | OPL-1 |
| Website | https://signalstate.ai |
| Versions | 17.0 18.0 |
UTM Sequence Manager
Reorder, hide, and audit your UTM Sources in 3 clicks — no developer needed
Built for sales teams who want cleaner, more intuitive attribution source selection across CRM records, while keeping all marketing and reporting data fully intact.
✓ Compatible with Odoo 17/18 (v19 coming soon) • ✓ Production-tested • ✓ Reply within 2 business days
€15, one-time. No subscription, no per-user fees, no DLC.
UTM Sources get messy fast
New entries accumulate, duplicates slip in, and the core sources your team uses daily get lost among infrequent additions. Standard Odoo lists them in database-creation order, with no built-in way to reorder or hide individual entries — so the clutter only grows.
Where the clutter comes from
- Every email-marketing campaign creates a new
utm.source. - Salespeople log their own variations — LinkedIn, Linkedin, Linked In, LI — all for one channel.
- Marketing Automation, Website forms, trade-show imports, and ad-hoc integrations add even more.
Before long, the everyday sources your team relies on — Phone, Email, Meeting, Website — are buried in a list that keeps expanding.
… and cleaning up makes it worse
- Archiving hides a source everywhere — breaking campaign reporting and stripping labels from historical records.
- Deleting is worse — it wipes attribution from every lead, opportunity, and sale order that ever used it.
Stop fighting the dropdown. UTM Sequence Manager gives you a clean, organised way to manage your UTM Sources and Mediums — without disrupting attribution anywhere else.
Reorder what matters. Hide what doesn't.
UTM Sequence Manager gives you three simple controls to clean up your UTM Sources and Mediums lists: drag-and-drop ordering, a hide toggle, and one-click visibility filters. Together they keep your CRM and Sales dropdowns tidy without archiving or deleting records that other apps rely on. Email Marketing, Mass Mailing, UTM Campaigns, Link Tracker, and reporting continue to work exactly as they do today.
Reorder
Move any UTM Source or Medium using the six-dot handle and drop it into its new position. The sequence saves instantly and applies everywhere the record appears — CRM Leads, Opportunities, Sale Orders, and more.
Hide from Sales lists
Untick Show in Sales to remove a source or medium from CRM Lead, Opportunity, and Sale Order dropdowns. Marketing, reporting, and admin views still see the full list — no archiving, no broken references, no loss of historical attribution.
Watch the 40-second demo on YouTube
Features
Drag-and-drop reorder
Every UTM Source and Medium row includes a six-dot handle. Reorder directly from the list or from the Search more dialog inside CRM — no need to jump back to Settings. The new order saves immediately and applies system-wide.
Sales-funnel visibility control
Hide irrelevant or legacy options from CRM pickers while keeping them fully available to Email Marketing, reporting, and campaign attribution.
One-click visibility audit
Two saved filters — Visible in Sales and Hidden from Sales — turn the list into an instant visibility audit. Ideal for periodic clean-ups and onboarding new sales team members.
Sensible defaults on install
The UTM Sources list comes pre-ordered with Phone, Email, Meeting, and Website at the top. These are the four most common lead-generation touchpoints across sales teams, so you start with a practical, high-frequency sequence before adding your own sources. It gives new users a clean, intuitive baseline and reduces setup time for admins.
Multi-company aware
Each company maintains its own ordering. Switching companies switches the dropdown sequence accordingly.
Does not rewrite history
Existing leads, opportunities, and sale orders keep their original source, even if you later hide it. Hiding only affects future selections — your reports and historical data remain intact.
See it: one-click visibility audit
What changes for your team
- Faster lead and quote creation. Cut the clutter so your everyday sales options stay right at the top — neat, organised, and one click away on every Lead, Opportunity, and Sale Order form.
- Mass-mailing keeps working. Hide UTM noise from the sales funnel without archiving. Email Marketing campaigns, historical attribution, and reporting all stay intact.
- Cleaner sales data over time. When the right source is the easy choice, your team picks it. Fewer records filed under "Other" or whatever was near the top of an unsorted list.
Set up in 3 steps — no developer needed
Install
Defaults seed automatically: Phone, Email, Meeting, Website at sequences 1–4.
Untick to hide
Hides from Lead, Opportunity, and Sale Order forms. Email Marketing and reporting keep working.
Drag to reorder
Saves on drop. Order propagates everywhere a source list is rendered.
Full Documentation Included With Purchase
Every download ships with ready-to-use guides bundled inside the module — no extra cost, no sign-up.
- End-User Training Guide — step-by-step tutorial for Sales Team admins and users.
- Standard Operating Procedure — day-to-day reference for reorder, hide, restore, and add new sources.
Why SignalState
Production-tested first
Every module is born in real Odoo deployments, shaped by actual user requests, and proven under live operational load before it ever reaches the Apps Store. If it's in the catalogue, it's already been run in anger.
Designed by Odoo automation specialists
We build automation, reporting, and workflow tools across the full Odoo stack — CRM, Sales, Marketing, Inventory, Manufacturing, and more. Each module follows the same principles we use in client projects: clean logic, predictable behaviour, and reliability under real-world pressure.
Documentation your team can use
Every module ships with step-by-step guides and copy-paste-ready SOPs. Not just store-required docs — actual onboarding material your sales, ops, and admin teams can follow.
One vendor, one standard
The entire catalogue comes from the same author, the same engineering approach, the same support inbox, and the same OPL-1 licensing. Consistent quality, consistent behaviour, no surprises.
Support that's actually support
Email support@signalstate.ai — a real person replies within 2 business days (Mon–Fri, UK time). No bots. No tiers. No paid "premium support".
What's included
- Install & configuration questions
- Bug fixes for supported Odoo versions
- Documentation clarifications
- Behaviour-clarification questions
What's not included
- Data recovery or database repair
- Custom feature development (quotes are free)
- ERP migrations or major restructuring
- Generic Odoo training
- Fixes for issues caused by third-party modules
Version coverage
Supported for all Odoo versions this module is released for.
Test in a non-production environment first
Compatibility
- Odoo 18.0 Community and Enterprise
- Odoo.sh and On-Premise (third-party apps cannot install on Odoo Online)
- Multi-company aware
Vendor: SignalState · Version 18.0.1.0.0 · License OPL-1 · support@signalstate.ai
UTM Sequence Manager
Overview
This module adds three capabilities to Odoo's UTM module:
- A sequence field with drag-and-drop reordering on utm.source and utm.medium list views. The order propagates everywhere those records are listed. Users with Sales: Administrator or Administration: Settings access can reorder from the Settings list, OR directly from the Search more dialog when clicking a Source/Medium field on a Lead, Opportunity, or Sale Order — no detour to Settings.
- A show_in_sales toggle that hides individual sources or mediums from the Source and Medium dropdowns on CRM Lead, Opportunity, and Sale Order forms — without affecting Email Marketing, Mass Mailing, UTM Campaign config, Link Tracker, Reporting, or any other Odoo app.
- Search filters — Visible in Sales and Hidden from Sales — added to both the Sources and Mediums search views, so admins can audit at any time what the sales funnel currently shows or hides.
Together, these controls solve a recurring pain on busy Odoo deployments: every mass-mail send auto-creates a new utm.source record, and the sales-funnel dropdowns become long, unordered lists. Standard archive workflows hide the noise but break email marketing reporting.
This module lets Sales and Settings administrators reorder the few sources users care about. The rest stay hidden from the sales funnel but visible to every other Odoo app.
Installation
- Install via Apps — search "UTM Sequence Manager" and click Install.
- The post-install hook seeds sensible default ordering on the four universally useful sources: Phone (1), Email (2), Meeting (3), Website (4). Any sources you have already created are left alone.
Usage
Reordering Sources
- Go to Settings → Technical → UTM → Sources.
- Click and drag the six-dot handle on the left of any row.
- Drop into the new position — Odoo saves the order automatically.
The same drag-and-drop reordering is available under Settings → Technical → UTM → Mediums.
Sales administrators without Settings access can reorder the same records from the Search more dialog on any Lead, Opportunity, or Sale Order Source/Medium field — no Settings access required.
Hiding a Source from the sales funnel
- Open Settings → Technical → UTM → Sources.
- Untick Show in Sales for any source you want to hide.
- The source disappears from the Source dropdown on CRM Lead, Opportunity, and Sale Order forms, but stays fully visible in Email Marketing, Mass Mailing, UTM Campaign config, Link Tracker, Reporting, and any other Odoo app. No record is archived; no historical data is touched.
The equivalent toggle on utm.medium behaves identically for the Medium dropdown on the same three forms.
Default Sources Seeded on Install
On first install, the post-init hook assigns sequence values to four universal sources if they exist in your database:
- Phone (sequence 1)
- Email (sequence 2)
- Meeting (sequence 3)
- Website (sequence 4)
Customise the ordering at any time via the drag-and-drop list view — the seeded values are a starting point, not a lock.
What This Module Does Not Do
- Does not archive sources or mediums (archiving is destructive — it breaks historical reporting and existing campaign references).
- Does not delete sources or mediums (Odoo blocks deletion when a source is linked to a campaign or lead).
- Does not affect historical lead data — leads keep their existing Source and Medium values regardless of the Show in Sales toggle.
- Does not alter Email Marketing, Mass Mailing, Reporting, Website tracking, or any other app's source / medium selections.
Multi-Company
Sequence and Show in Sales respect Odoo's standard multi-company access rules — companies see only their own UTM records, exactly as they always have.
Test in a Non-Production Environment First
Please install and test this module in a non-production (staging or development) environment before going live. Every Odoo setup is different, so it's important to make sure the module behaves as you expect in your own configuration. You're responsible for confirming everything looks correct before deploying to production, and we can't take responsibility for any data or configuration issues that occur in a live system.
Support
Bug reports, configuration help, and feature requests: support@signalstate.ai
Module version: 18.0.1.0.0
License: OPL-1 — see https://www.odoo.com/documentation/18.0/legal/licenses.html#odoo-apps
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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