| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 126 |
| Technical Name |
crm_classification |
| License | LGPL-3 |
| Website | https://www.yantradhigam.com |
| Versions | 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 | 126 |
| Technical Name |
crm_classification |
| License | LGPL-3 |
| Website | https://www.yantradhigam.com |
| Versions | 17.0 18.0 |
Yantradhigam Pvt Ltd
Transform Your CRM Lead Management
Streamline your sales process with intelligent lead conversion tracking. Add reason-based lead closure to boost your team's accountability and insights.
Why Choose Our CRM Enhancement?
Powerful features designed to give your sales team better control and insights over lead management
Smart Lead Conversion
One-click lead conversion with mandatory reason tracking. Never lose sight of why deals are won or lost, enabling better sales strategy optimization.
Reason-Based Tracking
Capture detailed won reasons for every converted lead. Build a comprehensive database of success patterns to replicate winning strategies across your team.
Enhanced Reporting
Generate insightful reports based on conversion reasons. Identify top-performing strategies, common won patterns, and areas for improvement.
Team Accountability
Ensure every team member provides closure reasons. Improve data quality and create accountability in your sales process for better forecasting.
Seamless Integration
Works perfectly with your existing Odoo CRM setup. No complex configurations required - install and start using immediately with your current workflow.
Mobile Friendly
Fully responsive design ensures your team can mark leads as won and add reasons from any device, anywhere, maintaining productivity on the go.
How It Works
Simple, intuitive workflow that enhances your existing CRM process
See It In Action
Visual walkthrough of the CRM Lead Enhancement module interface and functionality
Enhanced Lead Interface
New "Mark as Won" button seamlessly integrated into your existing CRM lead view
Won Reason Modal
Clean, intuitive dialog box that prompts users to enter detailed won reasons
Reporting Dashboard
Comprehensive analytics showing won patterns and conversion insights
Lead History Tracking
Detailed history showing conversion reasons and timestamps for full audit trail
CRM Classification Setup and Usage Guide
Step-by-step guide to configure and use classifications in your CRM workflow
Configure Classifications
To configure classifications in the CRM module, navigate to the configuration settings in Odoo. Follow these steps:
- Go to the CRM module.
- Click on Configuration in the top menu.
- Select Classifications to view or create classification records.
- Create new classifications (e.g., "High Priority," "Low Priority," "Hot Lead") by filling in the form.
Configuring classifications in CRM > Configuration > Classifications
Select Classification in Lead/Opportunity
After configuring classifications, apply them to CRM leads or opportunities:
- Open the CRM module and go to the Pipeline or Leads section.
- Select an existing lead or opportunity, or create a new one.
- In the form view, locate the Classification field (usually a dropdown).
- Choose the appropriate classification (e.g., "High Priority") and save the record.
Selecting a classification in a CRM lead or opportunity
View Classifications in Tree Views
Classifications are visible in both the tree (list) and form views of leads/opportunities:
- Tree View: Open the Leads or Pipeline section and switch to the list view. The classification column displays the selected classification for each lead/opportunity.
Classifications displayed in the tree view
Search and Filter by Classification
Use classifications to quickly search and filter your leads for better organization and productivity:
- Navigate to the CRM module and open Leads or Pipeline.
- Use the Search bar to filter leads by classification type.
- Apply Filters to group leads by priority, status, or custom classifications.
- Create Saved Filters for frequently used classification combinations for quick access.
Search and filter functionality for lead classifications
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