Analytic Account in CRM (Lead/Activity/Pipline)
by OMAX Informatics http://www.omaxinformatics.com
Odoo
$ 10.54
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 57 |
| Technical Name |
analytic_account_crm_omax |
| License | LGPL-3 |
| Website | https://www.omaxinformatics.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 57 |
| Technical Name |
analytic_account_crm_omax |
| License | LGPL-3 |
| Website | https://www.omaxinformatics.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Analytic Account in Lead / Opportunity / Activity / Pipeline
Overview
Add Analytic Account on CRM and pass to Quotation
Features
- Add Analytic Account in Leads, Activities and Pipelines
- Pass Analytic account from CRM(Leads, Activities and Pipelines) to Quotation
- Added Filter for Analytic Account in all CRM(Leads, Activities and Pipelines) menus
- Added Groupby option for Analytic Account in all CRM(Leads, Activities and Pipelines) menus
Please check below instructions and Video for more Details
How It Works
Added Analytic Account in Pipeline
Analytic Account will be passed to Quotation created from CRM
Passed Analytic Account in Quotation
Added Analytic Account in Activity
Added Analytic Account in Lead
Group by in Pivot view
Group by in Graph view
Group by in Pivot view
Filter option in Lead, Activity and Pipeline
Free Support
Get In Touch
| Our Odoo Services |
| For support, query and question contact us. |
Please log in to comment on this module