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Create Task from Lead Advance

by
Odoo

$ 29.80

v 15.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Project (project)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Employees (hr)
Lines of code 233
Technical Name pf_task_from_lead
LicenseOPL-1
Websitehttps://www.prefortune.com/
Versions 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Project (project)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Employees (hr)
Lines of code 233
Technical Name pf_task_from_lead
LicenseOPL-1
Websitehttps://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.

Qn : is this one time payment or there is renewal cost ?
Ans : This is a one-time payment.
Qn : is this module working with community and enterprise editions ?
Ans: Yes, the module works with both the Community & enterprise version of apps.
Qn : how can I install the Create Task from Lead Advance Odoo App?
Ans: you can install the application directly from the Odoo Apps store or upload the application file to your Odoo instance. Once installed, you can configure the application to suit your organization's needs and begin creating branches or units.
Qn : is support available for the Create Task from Lead Advance Odoo App?
Ans: yes, support is available for the Create Task from Lead Advance Odoo App. You can access documentation, forums, and community resources for assistance with installation, configuration, and troubleshooting. Additionally, paid support plans may be available for more personalized assistance.

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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.

odoosupport@prefortune.com Prefortune Technologies LLP

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:

odoosupport@prefortune.com Prefortune Technologies LLP 

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