Resources

This page lists the resources OddenPlugin registers, grouped by the module that provides them. All classes are in the Odden\Filament\Resources namespace. Every resource has the standard Filament create, edit and delete actions, plus a bulk delete action, unless noted otherwise. Labels are given as they appear in the panel.

Resources for a module are only registered when that module is installed. See How modules are detected.

The custom actions listed here check your model policies when you register them. See Resource actions for the ability each one needs.

Core#

Resource	Model	Navigation	Pages
ContactResource	Odden\Core\Models\Contact	CRM › Contacts	list, create, view, edit
CompanyResource	Odden\Core\Models\Company	CRM › Companies	list, create, view, edit
CrmListResource	Odden\Core\Models\CrmList	CRM › Lists	list, create, view, edit
PropertyDefinitionResource	Odden\Core\Models\PropertyDefinition	Settings › Custom Properties	list, create, edit

Contacts#

The contact form has Contact Details (name, job title, email, phone, LinkedIn URL, lifecycle stage, lead status, owner), Marketing & Lead Qualification (lead score, email verified date, last marketing email), and a Custom Properties section when contact properties are defined (see Custom properties in forms).

The table filters on lead status, lifecycle stage and trashed records. Contacts are soft-deleted, so you also get bulk restore and force-delete.

Row actions:

Action	What it does
Playbook	Pick an active sales playbook, answer its questions, and record the answers with Odden\Sales\Actions\ExecuteSalesPlaybookAction. Requires getodden/crm-sales.
Auto-Route	Runs Odden\Sales\Actions\RouteLeadAction to assign an owner using the active lead routing rules. Requires getodden/crm-sales.
AI Briefing	Shows a summary from Odden\Core\Actions\SummarizeTimelineAction in a modal.
Merge	Merges a selected duplicate into this contact with Odden\Core\Actions\MergeContactsAction: its activities, associations, deals and tickets move to this contact, custom properties are merged, and the duplicate is soft-deleted.

Relation managers: Companies (attach/detach), Associated Deals (sales), Sales Sequences & Cadences (sales; enroll, advance step, unenroll), Marketing Campaigns & Email Touchpoints (marketing), Lead Capture & Form Submissions (marketing), Lead Score & Decay History (marketing; includes an Adjust Score action), Activities (create, edit, delete, complete), and Property History / Audit Trail.

Companies#

The company form includes a Custom Properties section for company properties. Like contacts, companies are soft-deleted and the table has a trashed filter with bulk restore and force-delete.

Row actions: Recalculate Health (Odden\Core\Actions\CalculateCustomerHealthScoreAction), Recalculate Intent (Odden\Marketing\Actions\CalculateCompanyIntentScoreAction, only shown when marketing is installed), AI Briefing, and Merge (Odden\Core\Actions\MergeCompaniesAction).

Relation managers: Contacts (attach/detach), Associated Deals (sales), Activities, and Property History / Audit Trail.

Lists#

Lists are static or active. Active lists have a Sync row action, and a Sync Members action on the view page, which call CrmList::syncActiveMembers(). The view page has a List Members relation manager.

Custom properties#

PropertyDefinitionResource manages PropertyDefinition records: entity type, internal key (lowercase letters, digits and underscores), label, data type, group, description, select options, and the required and searchable flags. See Custom properties in forms for how these appear on forms.

Sales#

Registered when getodden/crm-sales is installed. See the sales module docs for the underlying models and actions.

Resource	Model	Navigation	Pages
DealResource	Odden\Sales\Models\Deal	Sales › Deals	list, board, create, view, edit
QuoteResource	Odden\Sales\Models\Quote	Sales › Quotes	list, create, view, edit
SalesQuotaResource	Odden\Sales\Models\SalesQuota	Sales › Sales Quotas	list, create, edit
SalesEmailTemplateResource	Odden\Sales\Models\SalesEmailTemplate	Sales › Email Templates	list, create, edit
SalesSequenceResource	Odden\Sales\Models\SalesSequence	Sales › Sales Cadences	list, create, edit
SalesPlaybookResource	Odden\Sales\Models\SalesPlaybook	Sales › Sales Playbooks	list, create, edit
SalesMeetingLinkResource	Odden\Sales\Models\SalesMeetingLink	Sales › Meeting Links	list, create, edit
LeadRoutingRuleResource	Odden\Sales\Models\LeadRoutingRule	Sales › Lead Routing Rules	list, create, edit
PipelineResource	Odden\Sales\Models\Pipeline	Settings › Pipelines	list, create, edit

Deals#

• List page: the DealPipelineForecastWidget stats header (open pipeline, weighted forecast, closed won, win rate) and a Pipeline Board button. Row actions are Playbook and Auto-Route (the same actions as on contacts, run against the deal). Deals are soft-deleted, so the table has a trashed filter with bulk restore and force-delete.
• Board page (/deals/board): a kanban of the selected pipeline's stages. It starts on the default pipeline, or the first pipeline if none is the default. Dragging a card calls Deal::moveToStage() with the current user.
• Create page: sets owner_id to the current user if left empty, and writes an initial DealStageHistory row.
• View page: a deal health button (its label and color come from Deal::getHealthScore()) that opens the health analysis, Generate Quote (GenerateQuoteFromDealAction), Run Playbook, Mark Won (Deal::markWon()), Mark Lost (Deal::markLost(), with a free-text reason) and Edit.
• Form: includes a Custom Properties section for deal properties.

Relation managers: Associated Contacts, Associated Companies (attach/detach), Products & Line Items, Quotes & Proposals (with Generate from Products, Portal and Accept & Sign), Stage Movement History, Activities, and Property History / Audit Trail.

Other sales resources#

Resource	Extra actions
QuoteResource	Portal opens the public quote page (route odden.quotes.show). Accept & Sign asks for a signer name and email, calls Quote::accept() and, if the deal is still open, Deal::markWon().
SalesQuotaResource	Attainment columns calculated with CalculateQuotaAttainmentAction.
SalesSequenceResource	Enroll Contact row action (EnrollContactInSequenceAction). The list page has a Process Due Cadences header action that runs ProcessCadencesAction for every due enrollment, for all users, during the request.
SalesMeetingLinkResource	Public URL column linking to route odden.meetings.show. The form's Availability section edits the link's booking settings: a searchable Timezone select (empty uses the app timezone), Buffer Between Meetings in minutes (0 to 240), and one tag input per weekday for working-hour windows such as 09:00-12:00. Each window must be HH:MM-HH:MM with the start before the end. Days without windows are dropped, and leaving every day empty saves null, so the link uses odden-sales.meetings.default_working_hours.
PipelineResource	Pipeline Stages relation manager.

Service#

Registered when getodden/crm-service is installed. See the service module docs.

Resource	Model	Navigation	Pages
TicketResource	Odden\Service\Models\Ticket	Service › Tickets	list, board, create, edit
SlaPolicyResource	Odden\Service\Models\SlaPolicy	Service › SLA Policies	list, create, edit
KnowledgeArticleResource	Odden\Service\Models\KnowledgeArticle	Service › Knowledge Base	list, create, edit
CannedResponseResource	Odden\Service\Models\CannedResponse	Service › Canned Responses	list, create, edit
TicketRoutingRuleResource	Odden\Service\Models\TicketRoutingRule	Service › Ticket Routing Rules	list, create, edit

Tickets#

• List page: a Tickets Board button. Row actions are Resolve (ResolveTicketAction, with a resolution note), Merge (MergeTicketsAction), Portal (opens Ticket::getPortalUrl()) and Auto-Route (RouteTicketAction).
• Board page (/tickets/board): a kanban by ticket status. Dragging a card updates the ticket's status.
• Edit page: the Conversation Thread & Notes relation manager, with an Add Reply / Note action that calls ReplyTicketAction.

Side effects to be aware of:

• Add Reply / Note with a public reply sends the ticket's contact a TicketRepliedNotification email and logs a note on the contact's timeline.
• Resolve sends the contact a TicketResolvedCsatNotification email.

Neither notification implements ShouldQueue, so the mail is sent during the request.

Marketing#

Registered when getodden/crm-marketing is installed. See the marketing module docs.

Resource	Model	Navigation	Pages
CampaignResource	Odden\Marketing\Models\Campaign	Marketing › Campaigns	list, create, edit
MarketingTemplateResource	Odden\Marketing\Models\MarketingTemplate	Marketing › Email Templates	list, create, edit
MarketingFormResource	Odden\Marketing\Models\MarketingForm	Marketing › Lead Capture Forms	list, create, edit
MarketingWorkflowResource	Odden\Marketing\Models\MarketingWorkflow	Marketing › Marketing Workflows	list, create, edit
LandingPageResource	Odden\Marketing\Models\LandingPage	Marketing › Landing Pages	list, create, edit
LeadScoringRuleResource	Odden\Marketing\Models\LeadScoringRule	Marketing › Lead Scoring Rules	list, create, edit
NpsSurveyResource	Odden\Marketing\Models\NpsSurvey	Marketing › Nps Surveys	list, create, edit
MarketingSubscriptionResource	Odden\Marketing\Models\MarketingSubscription	Marketing › Suppression List	list, create (no edit page)
MarketingAssetResource	Odden\Marketing\Models\MarketingAsset	Marketing › Marketing Assets	list, create, edit
MarketingEventResource	Odden\Marketing\Models\MarketingEvent	Marketing › Marketing Events	list, create, edit
AdAudienceSyncResource	Odden\Marketing\Models\AdAudienceSync	Marketing › Ad Audience Sync Bridges	list, create, edit

Campaigns#

Row actions:

Action	What it does
Preview	Renders the campaign with sample data in a modal.
Spam Audit	Runs AuditCampaignDeliverabilityAction and shows the result.
Send Now	Shown for draft and scheduled campaigns. Runs DispatchCampaignAction immediately, during the request, against all targeted recipients.
Pick Winner & Deploy	Shown for A/B campaigns that are sending and have no winner yet. Runs EvaluateAbTestWinnerAction, which also sends the winning variant to the remaining audience.
AI Copy Assistant	Generates subject lines with GenerateAiSubjectLinesAction and saves the one you pick to the campaign.
Send Test	Sends a proof to the addresses you enter with SendCampaignProofAction, optionally using a contact's data for merge tags. The proof is queued like other marketing mail (see Sending mail), so a queue worker must be running for it to arrive.
Duplicate	Creates a draft copy named "Copy of …" with the delivery counters reset.

The edit page also has Send Test and Duplicate header actions.

Other marketing resources#

Resource	Extra actions
MarketingTemplateResource	Layout presets and reusable snippets in the form, Generate AI Variants, Live Preview, Send Test (a one-off preview sent with Mail::html() during the request, not queued like campaign proofs), Evaluate A/B, Revisions, Export HTML, Export MJML, Download ZIP, and Replicate. The presets and the block editor come from getodden/mail, which getodden/crm-marketing requires.
MarketingFormResource	Embed Code modal and a public URL column.
LandingPageResource	Embed Snippet modal and a public URL column.
MarketingWorkflowResource	Visual Journey modal and the Workflow Execution Steps & Branching relation manager.
MarketingSubscriptionResource	Restore / Resubscribe for non-subscribed rows and Suppress for subscribed rows.
MarketingAssetResource	Copy URL for the asset's download link.
AdAudienceSyncResource	Sync Now, which runs SyncAdAudienceAction.