crm_phonecall_planner

Automates planning of CRM phone calls for partners according to their preferred availability and marketing criteria.

Key Features

crm.phonecall.planner: Wizard lets users set call details, filters, scheduling window, and repetition rules before generating phone calls.
res.partner: Partner selection obeys custom filters and requires a phonecall calendar, considering each partner's availability at the planned times.
crm.phonecall: Created phone calls inherit marketing campaign, responsible user, team, tags, and partner contact numbers from the planner configuration.
crm.phonecall.planner: Repeat mode enforces a days gap and prioritizes partners with fewer or older calls when scheduling follow-up calls.