CRM Module Customization

Enhance Odoo's CRM with custom fields, workflows, and automation to better track leads, customer interactions, and sales pipelines.

Skills You'll Gain:
Odoo Module Development Workflow Automation Custom Model Design Security Rules UI/UX Customization
14 Tasks

Project Tasks

11. Add ReadOnly Coefficient Field Based on Opportunity Probability

Your customer needs to add a new read-only field of type float called "coefficient" in the CRM, which will be calculated based on the opportunity's probability at the time of creation

Path:

CRM → Sales → My Pipeline

Implementation Steps:
  1. In your extended crm.lead model do the following:
    1. Add the new read-only Coefficient field
    2. The coefficient should adhere to the following rules:
      • If probability < 50%, then coefficient = 1
      • If probability > 50%, then coefficient = 0.1
      • If probability = 50%, then coefficient = 0.5

      Once calculated, the coefficient should remain unchanged.

    3. Modify the opportunity form view to include the new coefficient field it should be after Probability field

12. Leads Mandatory fields

Your customer needs to make Email mandatory in lead creation

Path:

CRM → Sales → My Pipeline

Implementation Steps:
  1. In your extended crm.lead model do the following:
    1. Make Email field mandatory.

13. Send Notification to Salesperson When Lead is Created

Your customer needs to implement a notification system that sends an alert to the selected salesperson whenever a lead is created in the CRM. This will ensure that salespeople are promptly informed of new leads assigned to them.

Path:

CRM → Sales → My Pipeline

Implementation Steps:
  1. In your extended crm.lead model do the following:
    1. Add a method for sending notifications to the Salesperson when a lead is created.

14. Add Active Field to Lead Tags

Your customer needs to archive/deactivate unused lead tags while keeping them in the system for historical reporting.

Path:

CRM → Configuration → Tags

Implementation Steps:
  1. Extend crm.tag and do the following:
    1. Add active boolean field to thecrm.tag model, it is True by default.
    2. Update Tags form view by adding Active toggle field after Name field.
    3. Hide inactive tags by default from the list view.
    4. Allow filter by Active field in the list view.