This module automates the creation of recurring post-sale sales opportunities directly from your projects.
It allows account managers to set up automated schedules for customer follow-ups. Based on the selected timeline, the system automatically creates the corresponding leads in the CRM, pre-fills the responsible salesperson, assigns the customer, and formats the opportunity name dynamically based on the current period.
The scheduling engine supports multiple recurrence levels to adapt to any business cycle:
- Short-term tracking: Set up schedules based on a specific number of days or weeks.
- Calendar-aligned tracking: Schedule follow-ups by months, quarters, semesters, or years.
- Smart date adjustment: For monthly or annual cycles, you can pick a specific day of the month (1-31). If a month is shorter than your chosen day (like February or a 30-day month), the system automatically realigns and schedules it for the very last day of that month.
Internal instructions or specific notes written on the project are automatically copied into the description of every new lead. Additionally, seasonal tags are assigned to each opportunity to make pipeline filtering and sales reporting easier.
The automated generation process is designed to handle errors safely. If a single project has a configuration issue, the system logs the error and immediately skips to the next project, ensuring the daily routine for all other active projects finishes successfully.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Automatically create recurring post-sale CRM opportunities from projects. Set a follow-up rhythm on a project and Odoo generates the leads for you, with the right salesperson, customer, name and tags.
This module adds a "Post-sale Tracking" tab to the project form. There you switch on "Activate Post-sale" and choose who is responsible, which customer the leads are for, how often they should be created (days, weeks, months, quarters, semesters or years), and on which day of the month. You can also define a name template using {project_name}, {period_label} and {year}, decide whether a CRM tag such as "Q2 2026 - Postsale" is created automatically, and write internal notes that are copied into the lead description.
A scheduled job runs once a day and creates the opportunity when the next date is due. Each generated lead is linked to the project, marked as a post-sale lead and stamped with its cycle date, so the same period is never created twice. The project form shows the last and next generation dates, a preview of the next five executions, and a button counting the post-sale leads that opens their list.
Business rules are enforced: a responsible must be set, the interval must be greater than zero, the day of month must be between 1 and 31, and the name template must use valid variables. Activating or deactivating tracking is logged in the project chatter. The module touches project.project and crm.lead.
Depends on
Models and fields (2)
- crm.lead · extends an existing modelproject_id (Project), is_postsale (Is a Post-sale Lead), postsale_cycle_date (Post-sale Cycle Date)
- project.project · extends an existing modelpostsale_rule (Unit), postsale_notes (Internal Notes), postsale_active (Activate Post-sale), postsale_user_id (Post-sale Responsible), postsale_interval (Interval), postsale_last_date (Last Generation Date), postsale_next_date (Next Generation Date), postsale_lead_count (Post-sale Leads), postsale_partner_id (Post-sale Customer), postsale_day_of_month (Day of Month), postsale_generate_tags (Generate CRM Tags), postsale_name_template (Name Template), postsale_next_executions (Next Executions Preview)
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: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/project.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0Setting up Post-sale Tracking
- Open a Project and go to the Post-sale Tracking tab.
- Turn on Activate Post-sale.
- Choose the Post-sale Responsible salesperson and the target Post-sale Customer.
- Define how often the follow-up should occur by setting the Interval and Unit (e.g., every 2 months, every year).
- For monthly or annual tracking, set the Day of Month you want the opportunity to be created.
- Choose a starting date in the Next Generation Date field.
- If you want to add specific instructions, write them in the Internal Notes section.
- Choose if you want to generate CRM Tags automatically for the generated opportunities by toggling the Generate CRM Tags option. If enabled, the generated tags will have the following format: "Q2 2026 - Postsale".
A live preview at the bottom of the tab will show you the exact dates and names of the next 5 scheduled opportunities.
How it works
- Automatically: A scheduled system background task runs once a day. It looks for projects due for a post-sale check, creates the CRM lead with your notes and automated tags, and pushes the next generation date forward.
- Manually: If you have developer mode enabled, you can click the Generate Next Opportunity button in the top header of the selected project to instantly create the next scheduled lead.
- Reviewing Results: Click the Post-sale Leads stat button at the top of the project to view all the CRM opportunities generated by this schedule.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.