CRM Expected Closing Followup
Automatically track missed expected closing dates and notify responsible managers.
- Detects opportunities where expected closing date has passed (based on previous date)
- Sends alerts to CRM Closing Followup Manager group users
- Supports daily automated reminders via scheduled action
- Improves sales pipeline visibility and follow-up tracking
- Fully integrated with standard Odoo CRM workflow
Step 1
Go to CRM Pipeline
Step 2
Create or manage opportunities with expected closing dates.
Step 3
System automatically detects overdue records and triggers alerts using cron.
Manager Group Configuration
Configure users in the CRM Closing Followup Manager group to receive notifications.
Notification View
Managers receive alerts for overdue opportunities and take timely action.
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