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Phonecall planner

crm_phonecall_planner folder_open OCA/crm open_in_new
Customer Relationship Management License: AGPL-3

Use this module to plan a phone calls schedule for your partners, assuming you have specified the ideal time to call them.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Plan and automatically generate a schedule of phone calls for your partners based on their ideal call times, call duration, and date range. The planner creates the calls in bulk and shows them in a list, calendar, or form view.

This module adds a phone call planner wizard that helps you schedule calls for many partners at once. You open it from the Phone Calls menu under a new 'Planner' menu item.

In the wizard you set the call summary, responsible user, sales team, and tags. You can filter which partners to include using a domain, and choose the campaign, source, and medium. You also set the start and end date/time, the duration of each call, and optionally enable repeated calls with a gap in days.

When you click 'Generate planning', the system creates phone call records for the selected partners, respecting each partner's ideal call times (from the partner phonecall schedule). It avoids scheduling calls outside the daily start and end times, and skips partners who already have calls in the same campaign, source, and medium unless repetition is allowed. If repetition is enabled, it spaces calls by the specified number of days and tries to balance the load by picking the partner with the fewest and oldest calls.

After generation, you are taken to a list, calendar, or form view of the created calls. The wizard also validates that the start date is before the end date.

Depends on

crm_phonecallpartner_phonecall_schedule

Menus it adds

crm_phonecall_planner_menu
Models and fields (1)
  • crm.phonecall.planner · new modelend, name (Call Summary), start, tag_ids (Tags), team_id (Sales Team), user_id (Responsible), days_gap, duration (Call duration), repeat_calls, planned_calls, res_partner_domain (Partners filter)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Configuration

Source · Odoo 18.0

To use this module, you need to specify your partners' preferred phone call schedule:

  • Go to any partner's form \> Phone Calls.
  • Set the preferred phone calling schedule for the partner.
  • Repeat above steps for all of your partners.

Usage

Source · Odoo 18.0

Now, to actually generate the phone call planning:

  • Go to CRM \> Phone Calls \> Planner.
  • Fill the fields under Call details. Those fields will be saved literally in the generated phone calls.
  • Fill the fields under Criteria. Those fields are used to filter the partners and the preexisting calls. The UTM fields will also be saved literally in the generated phone calls.
  • Fill the fields under Times. See note below.
  • Fill the fields under Repetition. See note below.
  • Press Generate planning.
  • Wait a little bit (this is usually a long process).
  • You will get to the list of planned phone calls. Start calling!

Note about Times section

The Start and End times behave in a special way:

  • Their date part is used to know the start and end dates for the planning.
  • Their time part is used to know the time at which we will plan calls each day under the date range.

The Call duration field indicates the time spacing you want to leave between one call and the next one.

So, for instance, if you select start on 2017-09-01 09:00:00, end on 2017-09-03 10:00:00 and duration of 1:00, it will try to generate these phone calls:

  • 2017-09-01 09:00:00
  • 2017-09-01 10:00:00
  • 2017-09-02 09:00:00
  • 2017-09-02 10:00:00
  • 2017-09-03 09:00:00
  • 2017-09-03 10:00:00

Note about Repetition section

If you choose not to repeat calls, the planner will try to schedule one single phone call for each criteria combination (Partner + Campaign + Source + Medium) under the specified conditions in the Times section (see note above).

If you choose instead to repeat calls after some amount of days (Days gap), the planner will:

  • Try to find a partner that matches the criteria combination and has never been called; then schedule a call for him.
  • If all matching partners have already been called, then search for matching partners that have not been called in the specified Days gap; then schedule a call for the one with least total scheduled calls.
  • If there is still no match, then schedule nothing and continue.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.