[IMP] stages: added rotting lead detection

closes odoo/documentation#15329

Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>
This commit is contained in:
meval1006​
2025-11-17 11:12:10 -08:00
parent 25dcb128a6
commit 0a60395a16
3 changed files with 27 additions and 0 deletions

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@@ -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
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