Email Reminders for Sales Pipeline Activities/Actions

Email Reminders for Sales Pipeline Activities/Actions

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Send email reminders for your Sales Pipeline Activities/Actions at intervals of days or hours before the actual date of action (Odoo 9.0)


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Send Email Reminders for Sales Pipeline Activities/Actions

 

Dont miss your deadlines to close on your sales opportunities anymore.

This module will help you work more efficiently by reminding you about those sales opportunities that need to be worked on at priority in order to close the deals

By default, you will receive email reminders about activities you need to complete at intervals of 1 day before, 12 hours before or 6 hours before. This interval can be modified easily to suite you needs.There are simple instructions below on how to do it

The reminders are sent to the sales person involved with the pipeline activity by default but can also be expanded to include other sales team members and other relevant staff members.


Sample Email Reminder

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Email

You will receive emails at intervals based on the settings. Default is 1 day before, 12 hours before and 6 hours before the deadline

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Main Features

  1. Automatic Email Reminders

  2. It uses Email templates that you can easily customize to suite your business needs

  3. It check for sales pipeline activities every one minute and send reminders for those which meet the reminder conditions

  4. Reminders per Pipeline activity/action at intervals of 1 day, 12 hours and 6 hours before the deadline

  5. You can easily add or remove email recipients from the list

  6. It is possible to set reminders over a wide range of intervals ranging from months interval, days intervals, week intervals, hours intervals to minute intervals

Default Reminder Conditions To Be Met

  1. Next Activitiy date is 1 day from now

  2. Next Activitiy date is 12 hours from now

  3. Next Activitiy date is 6 hours from now

  4. Any other interval that is suitable for you

How To Configure/ Modify Reminder Email Template

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Enable debug mode in order to see technical settings

Settings >> Technical >> Email >> Templates

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How To Modify Your Reminder Intervals

Odoo CMS - a big picture
Odoo CMS - a big picture

Enable debug mode in order to see technical settings

Settings >>Technical >> Automation >> Automated Actions

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