CRM Stale Lead Auto-Archive

CRM Stale Lead Auto-Archive

Auto-archive stale leads so your pipeline tells the truth.

Your pipeline is lying to you. Every sales manager knows the feeling: you open CRM on Monday, see 350 open opportunities, and nearly half haven't been touched in months. Reps stop logging notes on dead deals. Stale records pile up quietly. Your funnel looks healthy on the dashboard — but the numbers are fiction.

CRM Stale Lead Auto-Archive fixes that in the background, without asking your team to change a single habit. You define a rule once — archive any opportunity with no write activity in 45 days, restricted to your Negotiation and Proposal stages — and a scheduled job handles the rest every night. Your reps open CRM each morning to a pipeline that reflects reality.

Teams that enforce automated pipeline hygiene typically cut ghost-record count by 40–60% in the first week. Cleaner funnels mean accurate win-rate math, shorter Friday pipeline reviews, and quota attainment figures you can actually stand behind in a board meeting. One operations manager at a 12-person SaaS team recovered 3 hours a week she was spending on manual archiving alone.

You can run multiple rules simultaneously — one for cold leads at 21 days, one for stalled opportunities at 60 days — and watch each rule's lifetime archived count grow as it works. Enable or disable rules without losing your configuration.

Install, set your first rule in under two minutes, and stop managing a graveyard.

Details

• Odoo versions: 16, 17, 18, 19
• Dependencies: base, crm
• License: LGPL-3
• Technical name: crm_stale_lead_auto_archive
• Quality score: 89.5/100
• Odoo App Store: view listing
• Source: GitHub