Create Task from Lead Advance in Odoo

by
Odoo

35.22

v 11.0 v 12.0 Third Party 1
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Required Apps CRM (crm)
Project (project)
Invoicing (account)
Lines of code 208
Technical Name bi_task_from_lead_advance
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 11.0
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Required Apps CRM (crm)
Project (project)
Invoicing (account)
Lines of code 208
Technical Name bi_task_from_lead_advance
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 11.0

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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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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