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CRM Lead Lifetime
The CRM Lead Lifetime module enhances Odoo’s CRM capabilities by providing clear visibility into the lifecycle of each lead. It tracks how long a lead remains in every stage, enabling businesses to better understand sales performance, identify bottlenecks, and optimize their pipeline.
Features
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Features
Lead Stage History
This feature tracks and displays the exact amount of time a lead spends at each stage of the CRM pipeline, offering complete visibility into its progression. It enables users to clearly understand how long leads remain in specific stages and identify any delays or inefficiencies in the sales process.
Stage Exclusion Option
This functionality allows users to exclude selected stages from being recorded in the lead history, providing flexibility in how lead lifecycle data is tracked. It is especially useful for businesses with custom workflows or stages that do not contribute to performance analysis.
Screenshot
1.) Lead Lifetime Tab
A dedicated tab within each lead provides a detailed breakdown of its journey across different stages, including the time spent at each step.
Navigation : CRM → Lead
2.) Stage Exclusion Checkbox
A simple checkbox option within stage settings gives control over whether a stage should be included in lead history tracking.
Navigation : CRM → Configuration → Stages
3.) Lead Lifetime Menu
A centralized menu offers quick access to all lead lifetime records, allowing users to review and manage tracking data efficiently from one place.
Navigation : CRM → Configuration → Lead Lifetime
4.) List View of Lead Lifetime
A structured list presents lead lifetime records grouped by lead, making it easier to follow each lead history at a glance.
5.) Group By Options
Flexible grouping options allow records to be organized by criteria such as Salesperson, Customer, or Stage.
6.) Chart View of Lead Lifetime
An interactive chart visualization transforms lead lifetime data into an easy-to-understand graphical format.
User Guide
