v 16.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 107
Technical Name crm_analytic_account
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 16.0 14.0 17.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 107
Technical Name crm_analytic_account
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 16.0 14.0 17.0 15.0

Analytic Account on CRM Lead/Opportunity/Pipeline

Create and Set Analytic Account on CRM - Odoo App

This app allows your sales leader to set an analytic account on CRM and also allows to create a new analytic account if an analytic account is not available for that customer. And then pass it when the user creates a sales quotation.

Main Features:

  • Allow you to set an analytic account on CRM and also allow to create a new analytic account if not available.
  • System then pass that analytic account from CRM to Sales Quotation (Odoo Standard).
  • For more details please see the below screenshots and watch the video.

Edition Compatibility:


Enterprise Odoo.sh Community

Set Analytic Account Button and New Field for Analytic Account Select on Odoo CRM Pipeline / Lead / Opportunity Form (Odoo Standard)

Wizard to Create New Analytic Account

After Running Wizard Analytic Account Set on CRM

New Quotation (Odoo Standard) Button on CRM Form (Odoo Standard)

Analytic Account Pass to Quotation Form (Odoo Standard)

Analytic Account Set on CRM Form Manually Also if Already Exists

Analytic Account Pass to Quotation Form (Odoo Standard)

Group by Analytic Account CRM Pipeline / Lead / Opportunity Pivot View (Odoo Standard)

Group by Analytic Account CRM Pipeline / Lead / Opportunity Graph (Bar Chart) View (Odoo Standard)

Group by Analytic Account CRM Pipeline / Lead / Opportunity Graph (Line Chart) View (Odoo Standard)

Group by Analytic Account CRM Pipeline / Lead / Opportunity Graph (Pie Chart) View (Odoo Standard)

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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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