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Module for Odoo Online · Inactivity Reassignment

If a lead sits untouched, it changes hands.

Every hour it checks the open opportunities in your CRM; any that have gone more than four hours without activity move to the next rep in the rotation, logged and with an alert.

Book a demo How it works
CRM · Opportunities2:00 PM check
New
ANBuoys and delineators × 300No activity · 4 h 12 minInactive
JOBuoys and delineators × 300Reassigned · 1 s agoNow: Jorge
Qualified
LUPedestrian signals × 6Activity today 11:40
Proposal
ANRoad studs × 2,000Quote sent
✓
Automatic reassignmentTaken from Ana for inactivity · assigned to Jorge · management alerted

Sound familiar?

It happens in almost every sales team.

A lead has been sitting in "New" for three days and the rep is on vacation.

You find out it went cold once the customer has already bought somewhere else.

Chasing every rep to work their own leads is your job, every single day.

How it works

Three steps, inside your Odoo.

  1. 01

    Checks every hour

    Looks for open opportunities —neither won nor closed— with no changes in the last four hours.

  2. 02

    Takes it away and reassigns it

    Takes the opportunity from the rep who didn't move it and gives it to the next person on the team, skipping the previous one.

  3. 03

    Everyone finds out

    Logs the change on the opportunity and posts to management's private channel: who lost it, who gets it.

What changes

From day one.

No opportunity left behind

After four hours without activity, it changes hands. The clock runs on its own.

Management knows

Every reassignment lands in the private channel: who dropped it, who picks it up.

Whoever follows up, gets more

The rotation skips the rep who didn't move. It's fair, and everyone knows it.

How many open opportunities have gone more than a day untouched?Your CRM knows. This module does something about it.

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What your team sees

No new screens: everything happens where they already work.

  • The inactivity window is set with you; the standard is four hours.
  • Won or closed opportunities are never touched.
  • Works with Lead Assignment: it uses the same rotation.
On the opportunity

Automatic reassignment: taken from Ana after more than 4 hours of inactivity and reassigned to Jorge

Management alerted in the private channel

Frequently asked questions

Before you book the demo.

Does any change count as activity?

Yes: moving the stage, editing or logging an activity on the opportunity resets the clock.

Can I leave a rep out of the rotation?

Yes: the rotation uses the sales team members in Odoo; anyone not on the team doesn't receive leads.

Can the window be changed?

Yes, it's adjusted to your operation when we set it up.

Other modules

They work together, inside the same Odoo.

01Lead AssignmentDistributes every new lead in your Odoo CRM across your sales team in turns —nobody gets two until everyone got one— and notifies the rep on the spot. 03Stage ValidationWhen an opportunity moves to a new stage or gets quoted, the module checks the customer record. 04Quote Follow-UpThree reminders at 3, 10 and 17 days, sent as emails from the rep's own address. 05Reply AnalysisDetects whether the customer asks for time or turned the quote down, and acts: pauses the follow-up, or cancels the quote, marks the opportunity lost and sends the exit survey. 06Executive SummaryA daily email with your Odoo's sales, collections, inventory, purchasing, support and attendance figures, compared with the day before. 07Portfolio ProtectionIf a user tries to bulk-delete contacts, opportunities or activities, the module blocks the third attempt of the day and alerts management in a private channel.

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See it running in your Odoo.

We'll show you with your own catalog and your own team. No commitment.

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