Odoo CRM Email Notification Admin view of the CRM app Select the stage that you want to send the email about. Navigate to Settings icon - Edit. Check the radio if you want to email the customer and admin regarding the stage change. Lead changed from “Qualified” to “Move”. Emails were sent successfully to the admin and the customer informing them about the stage change. Email body sent to the customer.
Odoo CRM Email Notification
Admin view of the CRM app
Select the stage that you want to send the email about. Navigate to Settings icon - Edit.
Check the radio if you want to email the customer and admin regarding the stage change.
Lead changed from “Qualified” to “Move”.
Emails were sent successfully to the admin and the customer informing them about the stage change.
Email body sent to the customer.

Odoo CRM Email Notification

$25.00
Tax excluded

The CRM Stage Email app enhances your sales process by automating email notifications whenever a lead transitions between stages. Admins can configure email alerts to ensure customers and admins stay informed at each step of the sales journey, from New to Qualified, Proposition, and Won.

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Description

Odoo CRM Email Notification

Key Features:

  • Stage-Wise Email Configuration:- Configure specific emails for each stage in the sales pipeline.
  • Automatic Notification Triggers:- Automatically send notifications when a lead changes stage. 
  • Dual Recipient Options:- Set emails to notify both the admin and customers simultaneously. 
  • Global or Individual Stage Settings:- Choose whether to apply email settings globally for all stage changes, or customize them individually for each transition.

Benefits:

  • Automated communication
  • Improved lead visibility
  • Enhanced customer interaction
  • Streamlined sales process
  • Increased admin efficiency
  • Consistent update notifications

Product Details

WBL-ODOO-082

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