$ 18.10
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 653 |
Technical Name |
ts_phone_crm |
Website | https://technians.com/ |
Versions | 16.0 17.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 653 |
Technical Name |
ts_phone_crm |
Website | https://technians.com/ |
Versions | 16.0 17.0 |
Phone Calls linked with CRM
This app lets you manage Leads by their Phone Number in a few simple clicks
In the settings, go to Phone Calls and select Phone Call Manager
In CRM the Phone Calls section is visible. Click on New to create a new Lead.
Then click on Save
Enter the details as required and then save.
Note that the phone number is automatically saved in international format.
From the Configuration menu go to Settings
In the Phone Calls section, make sure to check on CRM Lead.
This enables the Phone Calls module to fetch Lead records from CRM.
You can enter all the details including Phone Number in the form and save it.
If a Lead with the same Phone Number as entered already exists in the CRM records, it will be fetched automatically.
From the Configuration menu go to Settings and uncheck on CRM Lead and then click on Save
Note that after the above step the Lead records from CRM cannot be fetched.
Click on Create Lead. This will open a wizard.
Enter the details and click on Create.
Record is created. To view all records click on Calls.
Newly created record is visible
Features
Fetching CRM Leads by Phone Number
Managing Leads with ease
Phone Number Auto-saved in international format
Why Technians
We excel in crafting customized Odoo solutions to meet the unique needs of our clients. Our developers work closely with businesses to understand their requirements and develop modules, applications, and workflows that seamlessly integrate with the Odoo framework. Our team has the expertise to ensure a smooth and efficient integration process.We focus on enhancing functionality and optimizing performance. . Our agency offers comprehensive training sessions and consultations to empower your team with the knowledge and skills needed to leverage Odoo's full potential.
Got questions or need help? Get in touch.
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