Create Lead from Task Advance in Odoo
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_crm_project_task&version=18&edition=Community$ 34.07
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Employees (hr) |
| Lines of code | 182 |
| Technical Name |
bi_crm_project_task |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Employees (hr) |
| Lines of code | 182 |
| Technical Name |
bi_crm_project_task |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Advance Create Lead from Task Odoo App
Convert Opportunity/Pipeline from Tasks- Advance with Email Thread
Generate CRM Lead from Task with Advance Option Odoo Apps
Advance Create CRM Pipeline from Task odoo app helps user to create leads/pipeline/Opportunity from task 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 lead from task which has multiple options such as create lead with email thread , create lead without email history , create lead and close task.
Features
Create Lead from Task
User can easily create lead from task.
Creates Lead with Name, Description, Deadline.
User can give name to lead, set deadline also can change description.
Different Mail Option.
User can create lead with leads history or mail history.
Close Task and Create Lead.
User can close task and create new lead with mail history.Create Lead Button
User can see "CREATE LEAD" button on task form view.
Option.1 : Close Task and Create Lead With History
User have to select "Close Task and Create Lead With History" mail option if user wants to close task.
User can also change lead name, assign to, closing date or lead description.
User can see task is archived.
CRM Lead
User can see created lead with mail history in smart button.
Option.2 : Create New Lead Without Email History
On create task wizard user have to select "Create New Lead Without Email History" mail option.
User can see created lead without mail history from task.
Option.3 : Create New Lead With Mail Threads
User have to select "Create New Lead With Mail Threads" mail option.
In this option all existing email will link to new created lead 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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