Create Task from Lead Advance in Odoo
by BrowseInfo https://www.browseinfo.com/demo-request?app=bi_task_from_lead_advance&version=18&edition=Community$ 53.43
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) |
| Lines of code | 194 |
| Technical Name |
bi_task_from_lead_advance |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 17.0 13.0 11.0 15.0 14.0 18.0 12.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) |
| Lines of code | 194 |
| Technical Name |
bi_task_from_lead_advance |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 17.0 13.0 11.0 15.0 14.0 18.0 12.0 16.0 |
Advance Create Task from Lead Odoo App
Convert Task from Opportunity/Pipeline - Advance with Email Thread
Generate Task from CRM Lead with Advance Option Odoo Apps
Advance Create Task from CRM Pipeline odoo app helps user to create task from leads/pipeline/Opportunity easily with single click. This feature is very useful for crm and project users to integrate crm lead with project tasks. Using this module users can easily convert task from lead which has multiple options such as create task with email thread , create task without email history , create task and close lead.
Features
Create Task from Lead
User can easily create task from lead.
Creates task with Name, Description, Deadline.
User can give name to task, set deadline also can change description.
Different Mail Option.
User can create task with leads history or mail history.
Close Opportunity and Create Task.
User can close opportunity and create new task with mail history.Create Project Task Button
User can see "CREATE TASK" button on lead form view.
Option.1 : Close Lead and Create Task With History
User have to select "Close Lead and Create Task With History" mail option if user wants to close opportunity.
User can also change task name, assign to, deadline or task description.
User can see lead is archived.
Project Task
User can see created task with email history from lead in smart button.
Option.2 : Create New Task Without Email History
On create task wizard user have to select "Create New Task Without Email History" mail option.
User can see created task without mail history from lead.
Option.3 : Create New Task With Mail Threads
User have to select "Create New Task With Mail Threads" mail option.
In this option all existing email will link to new created task but message will not send.
User can see created task with mail threads from lead.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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