CRM Lead & Opportunity Excel Export
Export CRM Leads/Opportunities to Excel
This module helps you to export CRM leads and opportunities to Excel with customizable date range and stage filters.
This module helps you to export CRM leads and opportunities to Excel with customizable date range and stage filters.
Key Features:
- Date Range Filter Export leads/opportunities based on specific date range.
- Stage Filter Filter leads/opportunities by their current stage.
- Comprehensive Data Export includes all important lead information like opportunity name, customer, contact details, sales information, etc.
- Well Formatted Excel output is professionally formatted with proper headers and styling.
- Error Handling Robust error handling ensures smooth operation even with invalid data.
Exported Columns:
- Opportunity - Name of the opportunity/lead
- Customer - Customer/Partner name
- Contact Name - Name of the contact person
- Email - Contact email address
- Phone - Contact phone number
- City - City of the contact
- State - State/Province of the contact
- Country - Country of the contact
- Sales Person - Assigned sales representative
- Sales Team - Assigned sales team
- Priority - Lead/Opportunity priority level
- Deadline - Expected closing date
- Medium - Lead acquisition medium
- Source - Lead acquisition source
- Stage - Current stage in the pipeline
How it works:
CRM -> Leads/Opportunities
After module installation, a new menu will be displayed:
Click the Export to Excel button
Select date range and stage (optional)
Generated Excel Report
Contact me for Support, Customization, Implementation:
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
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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