| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 145 |
| Technical Name |
bi_crm_auto_stage |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 17.0 12.0 13.0 14.0 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 145 |
| Technical Name |
bi_crm_auto_stage |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 17.0 12.0 13.0 14.0 15.0 16.0 |
Lead Stage Change Automatically Odoo Apps
This Odoo apps enhance Odoo CRM features by changes stage of lead/pipeline based on based answered reply or received reply. For example if you get reply from any answered lead that lead will Automatically change stage to open and if you answer that it will assigned to answered stage automatically, it helps user to use CRM more effectively by changing the state of lead/opportunities based on massages and reply in Auto Stage Assigned in Odoo CRM.
Features
Auto Stage Change.
Lead stage will changed automatically when answered or replied crm message.
Default Lead Sales Person.
Sales person on lead will set default as per configuration.Configuration
Under CRM > Configuration > Settings enable "Set Default Salesperson" and select salesperson, enable "Auto Stage Assigned" and select crm stages in change to stage when answered and change to stage when received answer state.
Lead Creation from Incoming Email
Lead will create automatically while fetching all incoming mail.
User can see created lead with the name of email subject in new stage.
Answered Lead by Salesperson
After salesperson reply of customer email lead will moved to state as per configurations.
Reply Email from Customer
When receive answer from customer the stage will move as per configurations.
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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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