$ 14.98
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 174 |
| Technical Name |
lead_transfer |
| License | OPL-1 |
| Website | http://www.appscomp.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 174 |
| Technical Name |
lead_transfer |
| License | OPL-1 |
| Website | http://www.appscomp.com |
| Versions | 16.0 17.0 18.0 |
CRM LEAD ENQUIRY TRANSFER AND TRACKING
CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.
CRM LEAD ENQUIRY TRANSFER AND TRACKING
Most Advanced CRM Software
CRM LEAD ENQUIRY TRANSFER AND TRACKING Key Features
Streamlined Lead Transfer: Introducing Alternative User Option in CRM Form View: The CRM Form view now includes an Alternative User option, allowing users to select a different salesperson for transferring the lead enquiry from one specific salesperson to another. This feature streamlines the process of managing leads and enables efficient delegation within the CRM.
Enhanced CRM Lead Management: Highlighting Transfers for Improved Organization: Transferred CRM lead inquiries are highlighted with a red-colored button, displaying information about the originating (From) and destination (To) salespersons. This distinction helps separate transferred CRM inquiries from those that are owned, enhancing clarity and organization within the system.
Streamlined Tracking of Transferred CRM Lead Inquiries: Instant Status Updates with Color-Coded Buttons : Once the alternative salesperson login transferred crm lead enquiries will be displayed while click over the lead the button color changed into red to green through this transferred crm lead enquires whether seen or not status can be tracked easily.
Guide to Bulk Transfer of CRM Lead Enquiries Between Salespersons :
To transfer multiple CRM lead inquiries from one salesperson to another in bulk, please
follow these steps:
1.Go to the CRM module in Odoo.
2.Select the leads you want to transfer by ticking the checkboxes next to their
names.
3.From the 'Actions' dropdown menu, choose 'Transfer Leads'.
4.Select the salesperson you want to transfer the leads to from the list of available
salespersons.
5.Confirm the transfer.
6.The selected leads will now be assigned to the new salesperson.
7.Please note that you need appropriate access rights to perform bulk lead
transfers.
CRM LEAD ENQUIRY TRANSFER AND TRACKING Screenshots
Streamlined Lead Transfer: Introducing Alternative User Option in CRM Form View
The CRM Form view now includes an Alternative User option, allowing users to select a different salesperson for transferring the lead enquiry from one specific salesperson to another. This feature streamlines the process of managing leads and enables efficient delegation within the CRM.
Enhanced CRM Lead Management: Highlighting Transfers for Improved Organization:
Transferred CRM lead inquiries are highlighted with a red-colored button, displaying information about the originating (From) and destination (To) salespersons. This distinction helps separate transferred CRM inquiries from those that are owned, enhancing clarity and organization within the system.
Efficient Bulk Transfer of CRM Lead Enquiries Between Salespersons:
This guide outlines the steps for transferring multiple CRM lead inquiries between salespersons in bulk within the Odoo CRM module. By following these steps, users can efficiently reassign leads to different sales team members, facilitating smoother workflow management and effective lead distribution.
Streamlined Tracking of Transferred CRM Lead Inquiries: Instant Status Updates with Color-Coded Buttons:
Once the alternative salesperson login transferred crm lead enquiries will be displayed while click over the lead the button color changed into red to green through this transferred crm lead enquires whether seen or not status can be tracked easily.
Services
Odoo Customization
Odoo Implementation
Odoo Support
Odoo Integration
Odoo Migration
Odoo Consultancy
Got questions or need help? Get in touch.
hello@appscomp.comOdoo 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