Create Lead from Task Advance in Odoo

by
Odoo

35.77

v 12.0 Third Party 1
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Required Apps CRM (crm)
Project (project)
Employees (hr)
Lines of code 182
Technical Name bi_crm_project_task
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 14.0
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Required Apps CRM (crm)
Project (project)
Employees (hr)
Lines of code 182
Technical Name bi_crm_project_task
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 14.0

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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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 sales@browseinfo.in or raise a ticket on support.

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