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Lead Approval/Rejection States

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
August 1, 2025 by
Lead Approval/Rejection States
Silverdale, Somroo Hassaan
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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.

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