cyfr_crm_next_step

CRM Next Step Queue

Find open leads and opportunities with no scheduled activity or an overdue activity.

What it does

  • See a clear reason for each queue row: no scheduled activity or an overdue activity.
  • Filter existing CRM records by salesperson and sales team, with company filters in multi-company mode.
  • Open a lead and plan its next activity using standard Odoo CRM tools.
  • Use English or Polish screens, guides, and demo data.
CRM Next Step Queue in Odoo 19 showing leads with no scheduled activity and overdue activity reasons
CRM Next Step Queue in Odoo 19 showing leads with no scheduled activity and overdue activity reasons

Install the downloaded ZIP as a custom add-on in an Odoo 19 deployment that supports third-party modules. Check the SHA-256 value before installing.

Tested on Odoo 19 Community. Enterprise compatibility remains unverified. This release does not include a digest, a configurable overdue threshold, or a contact-age indicator.

SHA-256 checksum
c9ebaf64d2d8ad3bfcb29dbe33fef20db1fce4da0dc01ac16fe5394010e194d5