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Analytic Account in CRM (Lead/Activity/Pipline)

by
Odoo

$ 10.68

v 15.0 Third Party 3
Live Preview
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
LicenseLGPL-3
Websitehttps://www.omaxinformatics.com
Versions 13.0 14.0 15.0 16.0 17.0 18.0
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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
LicenseLGPL-3
Websitehttps://www.omaxinformatics.com
Versions 13.0 14.0 15.0 16.0 17.0 18.0

Community Enterprise Odoo.sh

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

    You will get 30 Days free support incase any bugs or issue (Except data recovery).

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For support, query and question contact us.
contact@omaxinformatics.com
www.omaxinformatics.com

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