CRM Lead Scoring & Qualification Matrix | CRM Lead Evaluation & Qualification Matrix
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 115.26
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1029 |
| Technical Name |
crm_qualitification_matrix_odoo |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1029 |
| Technical Name |
crm_qualitification_matrix_odoo |
| License | See License tab |
| Website | http://www.probuse.com |
CRM Lead Scoring & Qualification Matrix | CRM Lead Evaluation & Qualification Matrix
CRM Lead Qualification Matrix | Lead Scoring & Qualification Matrix (CRM)
This module is developed to enhance CRM qualification scoring and decision making in Odoo. It introduces a dedicated Qualification tab in the CRM Lead/Opportunity form view, containing configurable qualification fields used to evaluate lead readiness.
Each qualification field is assigned a score value, enabling objective measurement of lead quality. In addition, the module provides CRM qualification checklists to validate key requirements during the qualification process.
Based on the total calculated qualification score and checklist validation results, the system automatically determines the Qualification Decision, which can be one of the following:
- Proceed to Quote
- Insufficient Information
- Do Not Quote
This ensures a structured, consistent, and automated qualification process, helping sales teams make informed and standardized quoting decisions.
CRM Qualification Scoring & Decision Management : Main Features
- Qualification Tab in CRM Form View:
- Adds a dedicated Qualification tab to the CRM Lead/Opportunity form view.
- Contains configurable qualification fields used to evaluate lead readiness.
- Each qualification field includes an associated score value to support objective qualification measurement.
- Score Based Qualification Decision:
- Automatically calculates the total qualification score based on field level scoring.
- Sets the Qualification Decision based on the calculated score:
-
- Proceed to Quote
- Insufficient Information
- Do Not Quote
- Job Type Based Qualification Score Ranges:
- Introduces Qualification Score Ranges in the Job Type configuration.
- Total qualification score is validated against the defined range to determine:
-
- Proceed to Quote
- Insufficient Information
- Do Not Quote
- Enables flexible qualification logic based on job complexity and business type.
- Qualification Complexity & Risk Configuration:
- Adds two selection fields in the CRM form view:
-
- Qualification Complexity
- Qualification Risk
- Score configuration for both fields is managed in CRM Settings.
- Selected values contribute to the overall qualification score calculation.
- Qualification Checklist Validation:
- Provides configurable CRM Qualification Checklists.
- If any checklist item is marked as Unsatisfied:
-
- Qualification Decision is automatically set to Do Not Quote
- User cannot move the opportunity to the Qualified stage
- New Quotation and Won buttons are disabled
- An error message is raised if the user attempts stage progression
- Force Qualification Stage Override (Sales Admin Only):
- Introduces a Force Qualification Stage boolean field.
- Accessible only to Sales Admin users.
- When enabled:
-
- Allows movement to the Qualified stage even if the decision is Do Not Quote
- Re enables New Quotation and Won buttons
- Ensures controlled override for exceptional business cases.
- CRM Reporting Enhancements:
- Adds qualification related fields to CRM reporting.
- Enables better visibility and analysis of:
-
- Qualification scores
- Qualification decisions
- Risk and complexity factors
- Improves reporting accuracy and decision tracking.
Menus Available:
- CRM
- Configuration
- Job Types
- Checklists
- Budget Ranges
- Customer Types
- Site Locations
Edition Compatibility:
Enterprise Odoo.sh Community
CRM Kanban View (Odoo Standard)
CRM Form View : Blank (Odoo Standard)
CRM Form View: Qualification Checklist Auto Set Based on Job Type and Score Based Qualification Decision Set to Proceed to Quote
CRM Form View: Score Based Qualification Decision Set to Insufficient Information
CRM Form View:Qualification Decision Set to Do Not Quote If Any Checklist Is Marked Unsatisfy
Qualification Decision Do Not Quote Prevents Transition to Qualified Stage and Disables New Quotation (Odoo Standard) and Won (Odoo Standard) Buttons
Enabling Force Qualification Stage Allows Qualified Stage Transition and Activates New Quotation (Odoo Standard) and Won (Odoo Standard) Buttons
On Clicking New Quotation Button: New Quotation Created Using Odoo Standard Workflow with Qualification Details
CRM List View (Odoo Standard)
CRM Reporting : Bar Graph View
CRM Reporting : Line Graph View
CRM Reporting : Pie Chart View
CRM Reporting : Pivot View
CRM Configuration Menu: Job Types Configuration
Job Types: List View
Job Types: Form View With Qualification Checklist Tab
Job Types: Form View With Qualification Range Tab
CRM Configuration Menu: Checklists Configuration
Qualification Checklists : List View
CRM Configuration Menu: Budget Ranges Configuration
Budget Ranges : List View
Budget Ranges : Form View
CRM Configuration Menu: Customer Types Configuration
Customer Types : List View
Customer Types : Form View
CRM Configuration Menu: Site Locatons Configuration
Site Locations : List View
Site Locations : Form View
CRM Settings With Qualification Scoring Configurations
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
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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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