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  1. APPS
  2. Extra Tools
  3. Quick Preview CRM Lead v 16.0
  4. Sales Conditions FAQ

Quick Preview CRM Lead

by INKERP https://www.inkerp.com/
Odoo

$ 5.70

v 16.0 Third Party 1
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 30
Technical Name eg_quick_preview_lead
LicenseOPL-1
Websitehttps://www.inkerp.com/
Versions 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 30
Technical Name eg_quick_preview_lead
LicenseOPL-1
Websitehttps://www.inkerp.com/
Versions 16.0 17.0 18.0 19.0
  • Description
  • License

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Quick Preview CRM Lead

The Quick Preview CRM Lead module for Odoo enhances the CRM experience by allowing users to quickly preview and edit lead details directly from the tree view. Instead of navigating away from the main list, users can now access a popup preview for each lead, streamlining workflow and boosting productivity.



  • Features
  • Screenshots
  • Support
  • Service

Features

Preview Lead from Tree View

users can open a lead in a popup view directly from the CRM tree view by simply clicking the Preview button. This eliminates the need for navigating to individual lead records, enabling users to view important lead details quickly without losing their place in the list.

Edit Lead from Popup

Once a lead is previewed, users can also edit the lead details right from the popup view. This functionality allows for immediate updates, ensuring that changes can be made without the extra steps of navigating to the full form view.

Kanban View Integration

The Quick Preview CRM Lead module is also integrated with the CRM Kanban view. Users can preview lead details directly from the Kanban cards, offering a seamless and intuitive way to interact with leads from various perspectives within the CRM interface.

Screenshot

1.) Preview Lead Button in Tree View

The functionality of the Preview Lead button in the tree view of the CRM. By clicking this button, users can quickly open a lead’s details in a popup without needing to navigate away from the main interface.


Navigation : CRM → Tree view


Odoo Studio

2.) Edit Lead in Popup View

the ability to edit lead details directly from the popup view. After clicking the Preview button, users are presented with a form that allows them to make changes on the spot, enhancing efficiency and ensuring that updates are instantly reflected.


Navigation : CRM → Lead Popup View


Odoo Studio

3.) Preview Lead Button in Kanban View

In the Kanban view, the Preview Lead button is clearly visible, allowing users to view lead details in a popup format.


Navigation : CRM → Lead Popup View


Odoo Studio

User Guide

Email

COPY LINK

team@inkerp.com

Watch Video Tutorial

Click here to watch videos

Teams

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team@inkerp.com

Our Service

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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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