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Crm Phonecall Result

crm_phonecall_result folder_open OCA/crm open_in_new
Partner Management License: AGPL-3

Adds a field to set the result of CRM phone calls, allows creating new result options, and enables filtering and grouping by call result.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you record the outcome of each CRM phone call (for example Positive, Negative, Wrong number) and then filter, group and analyse calls by that result.

This module adds a call outcome to CRM phone calls. On each phone call you get a new "Result call" field where you pick a result from a list.

A new configuration menu, "Call results", appears under the phone call settings. There you can create, edit and reorder your own result options. Each result has a name, an optional description and a priority used for ordering; names must be unique. Three results are provided out of the box: Positive, Negative and Wrong number. Copying a result creates a new one with "(Copy)" added to the name.

The result also appears in the phone call list, in the search filters and in the pivot analysis. In search you can filter calls that have a result and group calls by result; in the pivot report you can break calls down by result as a row.

Only sales managers can create, change or delete result options; salespeople and partner managers can only read them. The module touches the phone call, phone call result and phone call report models.

Depends on

crm_phonecallsales_team

Menus it adds

Call results
Models and fields (3)
  • crm.phonecall · extends an existing modelphone_result_id (Result call)
  • crm.phonecall.report · extends an existing modelphone_result_id (Phone Result)
  • crm.phonecall.result · new modelname, priority, description

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: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

To use this module, you need to:

  • In CRM > Configuration > Calls, you can define new phone call results.

No verified information in OCA: Installation, Configuration.

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.