The Lead Interaction Tracker feature enhances Odoo’s CRM module by introducing a simple yet powerful tracking mechanism for lead follow-ups. It helps sales managers and teams keep visibility on engagement history by adding two new manual fields and reporting capabilities:
- Last Called – a datetime field to log when the lead was last contacted via phone.
- Last Visited – a datetime field to track the most recent in-person visit to the lead.
These fields are manually editable and visible in Leads, Opportunities, and Contacts. In addition to storing data, the system supports enhanced analysis and reporting:
- Filters and Grouping: Easily filter and group records by the "Last Called" and "Last Visited" fields in Kanban and List views.
- Reporting Capabilities: Dedicated dashboards and reports can be developed to:
- Show how many contacts a salesperson has called or visited in a specific period.
- Identify leads that haven’t been contacted within a certain threshold.
- Visualize interaction trends over time.
Key Benefits
- Informed Follow-Up: Sales reps know exactly when they last interacted with a lead.
- Performance Tracking: Sales managers can track and compare outreach activities per user.
- Dashboards & Reports: Easily visualize how many leads were engaged by phone or visit over any timeframe.
- Improved Segmentation: Use filters to prioritize outreach to stale or unengaged leads.
- Cross-Model Visibility: Fields are visible in Leads, Opportunities, and Contacts.
Example Use Case
A sales manager wants to ensure their team is following up on leads regularly. By viewing a dashboard that tracks "Last Called" by salesperson, the manager sees that one team member hasn’t contacted any leads in over two weeks. The manager uses this insight to reassign leads or follow up with the rep.
Simultaneously, a sales rep preparing for a visit checks the "Last Visited" date and sees that the customer hasn’t had an in-person meeting in months—prompting them to prioritize that lead.
Conclusion
The Lead Interaction Tracker provides critical visibility into sales engagement, helping teams stay proactive and efficient. With easy tracking of calls and visits, better segmentation, and powerful reporting, this feature empowers sales teams to nurture leads more effectively and never lose sight of key follow-ups.
Lead Interaction Tracker