diff --git a/content/applications/essentials/stages.rst b/content/applications/essentials/stages.rst index f1fcdcb1e..37d5f51c0 100644 --- a/content/applications/essentials/stages.rst +++ b/content/applications/essentials/stages.rst @@ -40,6 +40,33 @@ Choose a :guilabel:`Name` for the new stage. .. image:: stages/new-stage-details.png :alt: View of a stage's settings page in Odoo Helpdesk. +Rotting lead detection +---------------------- + +.. note:: + The *Days to rot* feature is only available to apps that use stages, for instance, + **CRM** and **Heldesk** apps. This feature is automatically disabled by setting it to zero. + +The *Days to rot* feature provides proactive notification when a specific card within +that stage requires attention. When a card passes the defined rotting threshold, it becomes +highlighted in red and the stage displays the total number of cards currently rotting. + +.. image:: stages/rotting-card.png + :alt: Sample of a rotting card and stage in CRM app. + +To enable this feature, the Kanban view must be active. Navigate to the desired app and click on the +:icon:`oi-view-kanban` :guilabel:`(Kanban)` icon. + +To set the threshold for a stage, click on the :icon:`fa-gear` :guilabel:`(Settings)` icon for the +relevant stage and select :guilabel:`Edit` from the drop-down menu. A configuration window will +appear. + +In the :guilabel:`Days to rot` field, enter the number of days that marks the threshold before +action is needed. Click :guilabel:`Save` to apply the configuration. + +.. image:: stages/days-to-rot-field.png + :alt: Sample of a configuration window with a rotting threshold in the CRM app. + Progress bar ============ diff --git a/content/applications/essentials/stages/days-to-rot-field.png b/content/applications/essentials/stages/days-to-rot-field.png new file mode 100644 index 000000000..70925ad2a Binary files /dev/null and b/content/applications/essentials/stages/days-to-rot-field.png differ diff --git a/content/applications/essentials/stages/rotting-card.png b/content/applications/essentials/stages/rotting-card.png new file mode 100644 index 000000000..39f8b5e59 Binary files /dev/null and b/content/applications/essentials/stages/rotting-card.png differ