| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 232 |
| Technical Name |
wbl_lead_deadline_alerts |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 232 |
| Technical Name |
wbl_lead_deadline_alerts |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 17.0 18.0 19.0 |
Lead Deadline Alert
CRM Lead Deadline Alert
CRM Lead Deadline app ensures timely lead follow-ups by tracking lead expiry dates and sending automated alerts before deadlines. Admins can configure alerts based on lead stages and predefined days before expiry. Notifications are delivered through email, Chatter, or both, preventing missed responses across the sales pipeline.
CRM Lead Deadline Alert Benefits
Automated deadline reminders
Improved lead response time
Better pipeline control
Reduced lead loss
Configurable alert rules
Increased sales efficiency
CRM Lead Deadline Alert Features
Module Enable Toggle:
- Activate or deactivate lead deadline alerts.
Alert Delivery Options:
- Send notifications via Email, Chatter, or both.
Pre-Expiry Day Configuration:
- Define the number of days before expiry to trigger alerts.
Stage-Based Alert Trigger:
- Configure alerts based on specific lead stages.
Multiple Alert Rules:
- Create multiple configurations for different lead scenarios.
Lead Expiry Date Tracking:
- Uses the existing lead expiry date for alert automation.
CRM Lead Deadline Alert Workflow
- Go to CRM -> Configurations
- Enable or disable lead deadline alerts.
- Select alert delivery method: Email, Chatter, or both.
- Define the number of days before the deadline to trigger alerts.
- Select the lead stage at which the alert is triggered.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Default CRM View of the Odoo ERP
Displays all CRM leads with their current stages and details.
Lead Alert Configuration Settings
Configure lead deadline alerts, notification method, alert days, and trigger stage.
The admin can set an expiry date for a lead.
Set the expected closing date for the lead to enable deadline tracking.
A scheduler action has been defined in the app to send the alert automatically.
Automated scheduler checks lead deadlines and triggers alerts as per configuration.
Chatter box alert
Deadline alerts are posted automatically in the lead chatter.
Email alert
Deadline alerts are sent automatically to the user via email.
Weblytic Labs Odoo Services
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experience.
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to contact us at
We eagerly await your notification!
Must Have 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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