Create Lead from Project Issue Advance

by
Odoo

52.83

v 13.0 Third Party
Live Preview
Required Apps CRM (crm)
Project (project)
Sales (sale_management)
Invoicing (account)
Employees (hr)
Included Dependencies
Technical Name bi_lead_from_issue_advance
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 12.0 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
Technical Name bi_lead_from_issue_advance
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 12.0 v 11.0

Advance Create Lead from Project Issue Odoo App

Convert Opportunity/Pipeline from Issue - Advance with Email Thread

Generate CRM Lead from Project Issue with Advance Option Odoo Apps

Advance Create CRM Lead/Pipeline from Project Issue odoo app helps user to create leads/pipeline/Opportunity from project issue 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 lead from issue which has multiple options such as create lead with email thread , create lead without email history , create lead and close issue.

Features

Create Lead from Issue

User can easily create lead from issue.

Creates Lead with Name, Description, Assign To.

User can give name to lead, set assign to, also can change description.

Different Mail Option.

User can create lead with issue history or without issue history.

Close Issue and Create Lead.

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

Create Lead Button

User can see "CREATE LEAD" button on project issue form view.

Option.1 : Close Issue and Create Task With History

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

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

User can see issue 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 lead wizard user have to select "Create New Lead Without Email History" mail option.

User can see created lead without mail history from issue.

Option.3 : Create New Lead 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.

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

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