Never forget a follow-up
Stop deals slipping through the cracks
A daily scheduled action finds opportunities that have no planned activity and no update for a while, and schedules a “Follow up” to-do for their salesperson. Automatic, configurable and duplicate-free.
Automatic
Runs every day — no manual chasing of stale deals.
Configurable
Set how many quiet days make an opportunity “stale”.
No duplicates
Only opportunities with nothing planned get a reminder.
A follow-up scheduled on every opportunity
Built on Odoo 19 Community & Enterprise — License LGPL-3
By Arun A George
Website: arunalexgeorge.online
Support: admin@arunalexgeorge.online
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 79 |
| Technical Name |
crm_followup_reminder |
| License | LGPL-3 |
| Website | https://arunalexgeorge.online |
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