| 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 | 632 |
| Technical Name |
ts_phone_crm |
| License | OPL-1 |
| 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 | 632 |
| Technical Name |
ts_phone_crm |
| License | OPL-1 |
| Website | https://technians.com/ |
| Versions | 16.0 17.0 |
Community
Enterprise
Phone Calls linked with CRM
By this application, user can manage both applicants and their contacts and leads using their contact numbers. Some simple clicks give you the management and tracking, which makes this easier to remember and follow in terms of making connections and tracking follow-ups for important details, and the overall interface is self-explanatory, so in a few taps, you have added, edited, or simply searched for people's phone numbers. This app reduces the process if you have huge lists of prospective contacts or maintaining job applicants while saving you considerable time and effort in staying better organized.
This app lets you manage Leads by their Phone Number in a few simple clicks
Latest Features
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
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.
Version 16.0
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Got questions or need help? Get in touch.
Related Apps
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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