Create Project Issue from Leads Advance

by
Odoo

52.83

v 11.0 v 12.0 Third Party
Live Preview
Required Apps CRM (crm)
Project (project)
Sales (sale_management)
Invoicing (account)
Employees (hr)
Included Dependencies
Project Issue in Odoo (1176 lines of code)
Lines of code 1442
Technical Name bi_issue_from_lead_advance
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 11.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Project (project)
Sales (sale_management)
Invoicing (account)
Employees (hr)
Included Dependencies
Project Issue in Odoo (1176 lines of code)
Lines of code 1442
Technical Name bi_issue_from_lead_advance
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 11.0

Advance Create Project Issue from Lead Odoo App

Convert Issue from Opportunity/Pipeline - Advance with Email Thread

Generate Issue from CRM Lead with Advance Option Odoo Apps

Advance Create Issue from CRM Pipeline odoo app helps user to create project issue from leads/pipeline/Opportunity easily with single click. This feature is very useful for crm and project users to integrate crm lead with project issues. Using this module users can easily convert issue from lead which has multiple options such as create issue with email thread , create issue without email history , create issue and close lead.

Features

Create Issue from Lead

User can easily create issue from lead.

Creates Issue with Name and Description.

User can give name to issue, lead description also can change description.

Different Mail Option.

User can create issue with leads history or mail history.

Close Opportunity and Create Issue.

User can close opportunity and create new issue with mail history.

Create Project Issue Button

User can see "CREATE PROJECT ISSUE" button on lead form view.

Option.1 : Close Opportunity and Create Issue With History

User have to select "Close Opportunity and Create Issue With History" mail option if user wants to close opportunity.

User can also change issue name, assign to, or issue description.

User can see lead is archived.

Project Issue

User can see created project issue from lead with mail history in smart button.

Option.2 : Create New Issue Without Email History

User have to select "Create New Issue Without Email History" mail option.

User can see created issue from lead without mail history in smart button.

Option.3 : Create New Issue With Mail Threads

User have to select "Create New Issue With Mail Threads" mail option.

In this option all existing email will link to new created issue but message will not send.

User can see created issue from lead with mail threads in smart button.

Apps May You Like

Most Demanded Apps

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

Website Support Request Services
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.