Email Validation for CRM

This module extends the base email validation functionality to validate email addresses for CRM leads and opportunities in Odoo. It ensures that your sales pipeline contains valid email addresses, improving communication quality and conversion rates.

Key features include:

• Automatic validation of CRM lead email addresses
• Visual indicators for email validation status directly on the email field
• Manual validation through action menu
• Automatic validation of existing emails upon module installation

Usage

Email Validation Status

The email field in lead/opportunity forms will be color-coded based on validation status:

• Green: Valid email address
• Yellow: Email pending validation
• Red: Invalid email address

Manual Validation

To manually validate email addresses:

1. Open a lead/opportunity form or select leads from the list view
2. Click on the "Action" menu
3. Select "Validate Email Address"

Batch Validation

To validate multiple leads at once:

1. Select multiple leads in the list view
2. Click on the "Action" menu
3. Select "Validate Email Address"

Technical Details

• Validated Field: The standard email_from field in crm.lead model
• Implementation: Uses the kw.email.validation.mixin to inherit validation functionality
• Automatic Processing:
  • New leads are automatically queued for validation
  • Existing leads are validated upon module installation
• UI Integration:
  • Color indicators directly on the email field
  • Action menu integration for manual validation

Benefits for Sales Teams

• Improved Lead Quality: Quickly identify leads with valid contact information
• Higher Conversion Rates: Focus on leads that can be contacted successfully
• Reduced Bounce Rates: Avoid sending emails to invalid addresses
• Better Email Deliverability: Maintain a good sender reputation by avoiding invalid addresses

Dependencies

• kw_email_validation: Base module providing core validation functionality
• crm: Odoo CRM module

Configuration

No additional configuration is required for this module.

Bug Tracker

Bugs are tracked on https://kitworks.systems/requests. In case of trouble, please check there if your issue has already been reported.

Maintainer

KitWorks Systems. Our web site: https://kitworks.systems

We can provide you further Odoo Support, Odoo implementation, Odoo customization, Odoo 3rd Party development and integration software, consulting services. Our main goal is to provide the best quality product for you.

For any questions contact us.