crm_stage_mail
⧉ View on GitHubPurpose
Allows CRM teams to define stage-specific email templates that automatically notify leads’ partners when the opportunity reaches those stages.
Features
- crm.stage: adds an email template field limited to crm.lead templates so each stage can specify the message sent upon entry.
- crm.stage: shows the template selector in both list and form views with the crm.lead context to simplify configuration.
- crm.lead: on stage changes, automatically sends the stage’s template to the lead’s partner and logs the notification using the standard mail layout without deleting the log.