Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

How can I manage my emails related to leads and opportunities?

Subscribe

Get notified when there's activity on this post

This question has been flagged
mailmessagingcrmv7
1 Reply
18888 Views
Avatar
Thibault Delavallee (tde)

OpenERP V7 introduces a unified messaging system inside OpenERP, the Social Network module, that is also integrated with the incoming email servers. It also introduces action counters in menus that filter on records having unread messages. How can I use this feature to efficiently manage my leads and my opportunities?

4
Avatar
Discard
Avatar
Thibault Delavallee (tde)
Author Best Answer

Let us consider that incoming and outgoing email servers are configured, as well as an alias (or email) domain. For this example, let us assume we have openerp.com as alias domain. I have configured my Sales Department sales team to use the alias. It has tde+sales-department@openerp.com as email address, as shown on the following figure.

Sales Department sales team with alias

Incoming emails on tde+sales-department@openerp.com will therefore create new leads. They will belong to the Sales Department sales team. By default, you also have a generic email address like sales@yourdomain creating leads that do not fall into a dedicated sales team.

Running the mail gateway, new leads are created as new emails have been sent to my sales team, 2 in my case. Being a follower of those leads, new messages are pushed to me, meaning I have unread messages. I therefore have a "2" counter near my 'Leads' menu entry. This counter is called needaction, because it says the number of documents that require your attention. This counter is based on leads that have unread messages. By clicking on the counter, I filter the search on Leads that have unread messages (note the filter in the search bar).

Unread Leads

If I read a lead, its messages are also considered as read. This means that the messages are not visible anymore in your Inbox, but in your Archives mailbox. Filtering on unread messages will not show this lead anymore. However, you can set it back as unread using the 'Set back as unread' button that you can found on each message in OpenChatter, in the top-right action buttons.

OpenERP V7 Chatter

The new messages on documents I follow are also pushed into my Inbox, as shown on the next figure. In my case, two leads have been created and have unread messages.

OpenERP V7 Inbox

You can then manage your leads: discuss with the customer, convert them into opportunities, ... Using the kanban view of the opportunities, a counter tells you the number of opportunities that belong to each column. Even folded column have a counter. This allows to know whether there are opportunities in this column without having to open it.

If new messages are posted on opportunities you follow, you will have unread messages. Using the needaction counter in the menu, you will filter the opportunities to have only those having unread messages. Even folded column will tell you that you have opportunities that require an answer from you using the top-column counter.

Unread Opportunities

4
Avatar
Discard
Michael Karrer

Thats understandable to me but in reality most of the companies do haver personal inbox and not everybody will reply to an E-Mail so the "Workflow" that is common to most of our custommers is:

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
How does notifications, Inbox, To:Me, and Todo mailboxes work? Solved
mail messaging v7
Avatar
1
Apr 23
27677
customize the auto lead creation through incoming emails Solved
mail messaging crm fetchmail
Avatar
Avatar
Avatar
Avatar
Avatar
4
Dec 23
29338
How can I disable the "Send a message" feature in CRM?
messaging crm v7 notifications
Avatar
Avatar
Avatar
Avatar
Avatar
4
Feb 24
15417
Connect different Zoho Mails to Odoo CRM
mail crm
Avatar
Avatar
1
Sep 25
922
How do I import my contacts in OpenERP? Solved
crm v7
Avatar
Avatar
Avatar
3
Feb 25
27174
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now