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Crm Stage Mail

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

This module allows you to specify an email template for each stage so that when you change stages, an email is sent using that template.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you attach an email template to each CRM stage, so an email is automatically sent to the customer when a lead or opportunity reaches that stage.

This module adds an "Email Template" field to CRM stages. You can set it on the stage form (and optionally see it in the stage list) when configuring your sales pipeline.

  • The template must be designed for leads/opportunities, so only templates made for crm.lead can be selected.
  • When a lead or opportunity is moved to a stage that has a template, Odoo automatically sends that email to the customer's contact.
  • The email is logged on the lead as an internal note, and the message is sent using the light notification layout.
  • The sent email is kept in the chatter history rather than being deleted after sending.

It touches the CRM stage configuration screens and the lead/opportunity workflow. No new menus are added; the new field appears inside the existing CRM stage views.

Depends on

crm
Models and fields (1)
  • crm.stage · extends an existing modelmail_template_id (Email Template)

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: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Usage

Source · Odoo 18.0
  • Define a template (Welcome Demo, for example) in a stage (Qualified, for example).
  • Change a lead to the stage defined in the previous point.
  • An email will be sent to the lead's partner.

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.