| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 893 |
| Technical Name |
vida_crm_planning |
| License | OPL-1 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 893 |
| Technical Name |
vida_crm_planning |
| License | OPL-1 |
CRM Activity Planning
Plan your CRM activities easily
Overview
This application adds the automatic activity scheduler functionality. Its capabilities allow you to configure and cover any cases of the sales department and reproduces functionality that is available in AmoCRM / Bitrix24.
Features
Grouping activities by relevance on the dashboard
Unsorted leads stage
Planned activities for separate stages
Consecutive, parallel and cyclical planned activities
Set yourself as a salesman in 1 click
Automatic closing of activities after a stage change
Mandatory activity at each stage (optional)
Planned responsible person setting: temporary no one, lead salesman or the chosen one
Notifications to the chosen discuss channel
Dynamic field requirements for each stage
Screenshots
Grouping activities by relevance on the dashboard
With the our additional plugin activities are grouped by relevance on the kanban view.
Unsorted leads stage
We added the first stage to the pipeline, which displays the leads. This allows you to respond quickly to new customer requests.
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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