Manage CRM With Helpdesk | Manage Helpdesk With CRM | Helpdesk Tickets With Leads | Leads With Helpdesk Tickets

by
Odoo

60.30

v 13.0 Third Party 2
Required Apps CRM (crm)
Included Dependencies
Lines of code 5405
Technical Name sh_helpdesk_crm
LicenseOPL-1
Websitehttp://www.softhealer.com
Also available in version v 12.0 v 14.0
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Required Apps CRM (crm)
Included Dependencies
Lines of code 5405
Technical Name sh_helpdesk_crm
LicenseOPL-1
Websitehttp://www.softhealer.com
Also available in version v 12.0 v 14.0
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Enterprise Community Odoo.sh

Manage CRM With Helpdesk

If your company provides prepaid support services, meaning that the authorized user accepts responsibility for payment of the charges for use of the company's service. You can do that with this module. This module allows your helpdesk team to generate an lead/opportunity directly from the helpdesk ticket vice versa they can generate a helpdesk ticket from the lead/opportunity. It helps to provide resulting in faster responses to your customer needs. You can easily manage products in tickets and display products in the ticket PDF report.

Related Modules


Helpdesk Advance

Website Helpdesk Advance

Features


  • Easy to create lead/opportunity from the helpdesk ticket.
  • Easy to create helpdesk ticket from the lead/opportunity.
  • We provide a separate security group to manage helpdesk ticket to lead/opportunity & lead/opportunity to helpdesk ticket operations.
  • You can filter tickets lead/opportunity wise & lead/opportunity ticket wise.
  • You can manage products in tickets as well you can display products in the ticket PDF report.

Tick security group "CRM Helpdesk Ticket" to generate lead/opportunity directly from the helpdesk ticket as well generate a helpdesk ticket from the lead/opportunity.


"Helpdesk Ticket" form view, press the "Create Lead" button to create lead directly from the helpdesk ticket.


After that one wizard opens, fill the details then press the "Save" button.


Now, from the ticket, you can see generated leads of that ticket using the "Leads" smart button.


So, from that leads, you can see tickets of that lead using the "Tickets" smart button.


"Helpdesk Ticket" form view, press the "Create Opportunity" button to create an opportunity directly from the helpdesk ticket.


After that one wizard opens, fill the details then press the "Save" button.


Now, from the ticket, you can see generated opportunities of that ticket using the "Opportunities" smart button.


So, from that opportunities, you can see tickets of that opportunity using the "Tickets" smart button.


You can create a helpdesk ticket from the lead/opportunity using the "Create Ticket" button.


After that one wizard opens, fill the details and save it.


"Helpdesk Ticket" created.


You can see tickets of that lead/opportunity using the "Ticket" smart button.


It opens tickets Kanban view.


Created ticket form view looks like this.


You can filter tickets lead/opportunity wise.


You can filter lead/opportunity ticket wise.


Manage Products


Goto user config setting, Enable 'Manage Products'.


You can select products for each ticket.


Ticket PDF report with the products.

Version 13.0.1 | Released on : 2 April 2021

  • Initial Release.
  • Yes, we provide free support for 90 days.

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