| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 186 |
| Technical Name |
eg_create_task_from_lead |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 186 |
| Technical Name |
eg_create_task_from_lead |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
Create Task from CRM Lead
The Create Task from CRM Lead module empowers businesses to seamlessly convert CRM opportunities into actionable tasks, ensuring no lead is overlooked. By integrating task creation directly within the CRM workflow, the module simplifies lead management and enhances team productivity.
Features
Screenshots
Support
Service
Features
Create Task from Lead
Users can quickly generate tasks directly from CRM leads using the âCreate Taskâ button, enabling a smooth transition from opportunity tracking to task execution. This eliminates the need to manually re-enter information and reduces time spent switching between modules.
Close Lead and Create Task with History
This feature allows users to archive a lead while simultaneously creating a task that includes the complete email history. It ensures that all prior communication and context are preserved, making it easier for teams to understand the background of the task.
Create Task without Email History
Users can create tasks without transferring any email history or archiving the lead, providing a clean and simplified task entry. This is particularly useful when only essential task details are needed without additional communication context.
Create Task with Mail Threads
This option enables the creation of tasks that retain the full email history while keeping the lead open. It ensures that all communication remains accessible within the task, allowing team members to stay informed and aligned.
Screenshot
1.) CRM Lead View
A âCreate Taskâ button is integrated into the CRM Lead screen, allowing users to quickly initiate task creation directly from an opportunity.
Navigation : CRM â Opportunity
2.) Task Creation Pop-up (Close Lead with History)
When the âCreate Taskâ button is clicked, a pop-up lets users enter task details and choose the option to archive the lead while including its email history.
3.) Archived Lead
Selecting the âClose Lead and Create Task with Historyâ option automatically archives the lead, keeping the CRM pipeline clean while retaining all relevant information in the created task.
4.) Smart Button for Task View
A smart button appears on the lead page, providing instant access to the task created from that lead.
5.) Task Created from Lead
The task generated from the lead is visible in the task list, showing the direct connection between the lead and the resulting action.
Navigation : CRM â Opportunity â Task
6.) Task Created from Lead with History
This task retains the email and communication history, providing full context for team members to follow up effectively.
7.) Create Task Without Email History
Users can select âCreate a New Task Without Including Email Historyâ to generate a clean task entry without transferring prior communications.
Navigation : CRM â Opportunity â Create Task
8.) Task Created without Email History
Tasks created without email history appear as straightforward entries, making it easier to focus on current actions without extra context.
9.) Create Task with Mail Threads
Selecting âCreate New Task with Mail Threadsâ allows users to generate tasks while keeping all prior communications intact, ensuring context is preserved.
10.) Task Created with Mail Threads
The created task includes all email threads, keeping team members informed and aligned with ongoing discussions.
11.) Task Created with History
Tasks created with history logs provide a detailed record of interactions and previous activities, supporting better follow-up and decision-making.
User Guide
Teams
team@inkerp.com
Suggested Products
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.
Please log in to comment on this module