$ 29.80
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 236 |
| Technical Name |
pf_task_from_lead |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Create Task from Lead Advance Odoo App
Create Task from Lead Advance Odoo App helps users to streamline the workflow between CRM and Project management. This module allows you to easily generate tasks directly from the Lead or Opportunity form view using a dedicated "Create Task" button. It offers flexible configuration options: you can close the lead and transfer the full email history to the new task, create a fresh task without history, or simply link the mail threads. The app ensures a smooth transition by allowing you to define the task name, assignee, and deadline immediately during creation.
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Key Features
Create project tasks directly from the CRM view.
Transfer all email history to the new task.
Navigate to tasks using the smart button.
Archive leads or keep mail threads active.
Automatically copy lead details to the task.
Create Task from Lead Advance Odoo App
Our all-inclusive
Odoo – Create Task from Lead Advance Odoo App
enhances the efficiency of your sales and project teams. This app introduces a "Create Task" button on the lead form view, allowing seamless conversion of opportunities into actionable tasks.
It provides three distinct mail options for handling communication history:
1. Close Lead and Create Task With History: Closes the opportunity and moves all email logs to the new task.
2. Create New Task Without Email History: Generates a clean task with no prior logs.
3. Create New Task With Mail Threads: Links existing emails to the new task while keeping the lead active.
This ensures that your project team has exactly the context they need without clutter.
Create Task from Lead Advance Odoo App
- Generate project tasks directly from the CRM Lead form using the "Create Task" button.
- Select "Close Lead" to move all email logs to the new task and archive the lead.
- Access linked tasks instantly via the smart button located on the lead form.
- Define the Task Name, Deadline, and Assignee directly within the wizard during creation.
- Link existing email threads to the new task while keeping the sales lead open.
Complete Workflow for Create Task from Lead Advance Odoo App
Simply click the Create Task button on any lead. Select your preferred Mail Option (Close with History, Without History, or With Threads). Fill in the Task Details such as Name, Deadline, and Assignee. The task is created instantly, and you can access it via the smart button on the lead.
Create Task from Lead Advance Odoo App
1. User can open the Opportunity form view and see the "CREATE TASK" button.
2. User can configure details and select "Close Lead And Create Task With History" option.
3. User can see the archived opportunity in the pipeline view.
4. User can access the created task using the smart button.
5. User can see the created task details and transferred history.
6. Click on "CREATE TASK" button to create a task without history.
7. User can select "Create New Task Without Email History".
8. User can see the created task linked via smart button.
9. User can see the created task details.
10. Click on "CREATE TASK" button to initiate the process.
11. User can select "Create New Task With Mail Threads".
12. User can navigate to the task from the opportunity.
13. User can see the created task with transferred history.
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
- Odoo Ipass Cloud
- AI for Odoo
- Odoo Apps
- Aws Marketplace Products
- Business Engines
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works &
tested on standard installations of Odoo with no third
party apps,
• Free support only for odoo
installations with no third party apps,
• Paid
support availaible for Odoo installations with third
party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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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