| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 187 |
| Technical Name |
eg_create_task_from_lead |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 187 |
| Technical Name |
eg_create_task_from_lead |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 15.0 16.0 17.0 18.0 |
Create Task from CRM Lead
This app allows users to easily create tasks from CRM leads, streamlining the process of converting leads into actionable tasks.
Highlight Create Task from CRM Lead
Create tasks directly from CRM leads with a single click
Multiple options are available for task creation, including with or without email history
Option to archive the lead when creating a task
Features
Screenshots
Support
Service
Features
Create Task from Lead:
Users can easily create tasks directly from CRM leads by clicking the "Create Task" button. This feature enhances workflow efficiency by allowing a seamless transition from managing leads to assigning tasks.
Close Lead and Create Task with History:
Archives the lead and creates a task while including the lead's email history.
Create Task without Email History:
Allows users to create a task without archiving the lead or transferring any email history, providing a clean task entry.
Create Task with Mail Threads:
Creates a task that retains the email history while keeping the lead open, ensuring that all communication is accessible.
Screenshot
1) CRM Lead View:
After installing the app, a "Create Task" button appears in the CRM Lead screen.
Navigation : CRM → Opportunity
2) Task Creation Pop-up (Option 1) :
When the "Create Task" button is clicked, a pop-up appears where users can fill in details. There is an option to select "Close lead and create task with history" to archive the lead and create task.
Navigation : CRM → Opportunity
3) Archived Lead :
If the user selects the "Close Lead and Create Task with History" option, the lead is archived.
Navigation : CRM → Opportunity
4) Smart Button for Task View:
A smart button appears on the lead page, allowing users to access the created task.
5) Task Created from Lead:
Users can see the task created from the lead on the task screen.
Navigation : CRM → Opportunity → Task
6) Task Created from Lead:
Displays the task created from the lead, With history of that task.
Navigation : CRM → Opportunity → Task
7) Create Task Without Email History (Option 2):
Here user select an option "create a new task without including email history" for creating task without history.
Navigation : CRM → Opportunity → Create Task
8) Task Created without Email History:
This screenshot shows the task created without any email history, providing a straightforward task entry.
Navigation : CRM → Opportunity → Create Task
9) Create Task with Mail Threads (Option 3):
Here user Select the option "Create New Task With Mail Threads" for create task with history.
10) Task Created with Mail Threads:
Displays the task created with mail threads, ensuring all communication is accessible within the task.
Navigation : CRM → Opportunity → Create Task
11) Task Created with History:
This screenshot shows the task created with the history logs of task.
Navigation : CRM → Opportunity → Create Task
User Guide
Suggested Products
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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