Update CRM Pipeline status based on Orders, Deliveries and Payments

by
Odoo

30.00

v 16.0 Third Party 2
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Inventory (stock)
Invoicing (account)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 32
Technical Name crm_lead_automation
LicenseOPL-1
Websitehttp://www.pragtech.co.in
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Inventory (stock)
Invoicing (account)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 32
Technical Name crm_lead_automation
LicenseOPL-1
Websitehttp://www.pragtech.co.in

Update CRM Pipeline status based on Orders, Deliveries and Payments

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup

support@pragtech.co.in pragtech

We support for English / French / Spanish at an additional cost

Supported Odoo versions & platforms
Odoo.sh Self Hosted Enterprise Community Odoo Online
Supported Odoo versions & platforms
Odoo.sh
Self Hosted
Enterprise
Community
Odoo Online

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.

Our Service Offerings

Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: support@pragtech.co.in

Updation process

The Effective way to Update CRM Pipeline status based on orders, deliveries, invoices and payments.
Once the Quotation is confirmed the CRM pipeline status will be updated as Won.
Deliver the goods and create invoices.
Once received the full payment then the CRM pipeline status will be updated as confirmed.

Logical Workflow

1. Create a new lead:

2. Create a Quotation :

3. Once confirming the Quotation the lead will move from New to Won stage :

4. Deliver the goods :

5. Create invoice :

6. Receives full payment :

7. Once payment is fully paid then the pipeline stage will be moved from Won to Confirm stage :

Help Support Covid Relief

Pragmatic has always been contributing itswarsa social causes by exercising its Corporate Social Responsibility. We are pledged to COVID relief and have been donating a major share of our profits to COVID Pandemic Relief. By purchasing our apps and services you are becoming a part of helping the needy in these critical times. If you want to help further please connect with us and we will help you find NGOs whom you can donate directly.

Contact / Support

(Monday-Friday 10am to 7pm IST)

Pragmatic Techsoft Pvt. Ltd.

Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.

If you need any help or want more additional features, you may contact us through:

www.pragtech.co.in

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Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
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