The Lead Approval/Rejection States module enhances the lead qualification process in Odoo CRM by introducing approval workflows and classification capabilities at the lead creation stage.
Key Features
- New Lead States: Add explicit Approved and Rejected statuses for leads.
- Lead Tagging: Tag and classify leads upon creation for better segmentation and tracking.
- Improved Lead Management: Streamline lead review processes with visibility on decision status.
How It Works
- When a lead is created, it can be immediately classified using predefined tags.
- A manager or a responsible user can approve or reject the lead.
- The approval state is visible in the lead’s form and kanban view, providing clarity to the sales team.
Benefits
Better lead qualification control
Faster decision-making on lead viability
Enhanced reporting and filtering based on approval status
Conclusion
The Lead Approval/Rejection States module introduces a structured approval layer to CRM lead management, making it easier for businesses to prioritize and act on high-quality leads while filtering out non-qualifying ones.