$ 15.02
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 306 |
| Technical Name |
pf_crm_mass_tag_update |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 306 |
| Technical Name |
pf_crm_mass_tag_update |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 |
CRM Mass Tags Update Odoo App
CRM Mass Tags Update allows users to quickly add or remove tags on multiple CRM leads and opportunities at once, eliminating the need to update records individually. This module improves efficiency by enabling bulk tag management directly from the CRM list view, helping sales teams organize, filter, and manage large volumes of leads more effectively while saving time and effort. Additionally, users can configure default tags that are automatically applied to new leads and opportunities, ensuring consistent categorization from the moment records are created.
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Key Features
Bulk Tag Assignment
Add / Remove / Replace Tags Option
Apply on Filtered Records
Default Tags Configuration
Works for Leads and Opportunities
CRM Mass Tags Update Odoo App
Our efficient
Odoo – CRM Mass Tags Update Odoo App
app Our efficient Odoo – CRM Mass Tags Update app enhances your customer relationship management by allowing quick bulk updates of tags on leads and opportunities. This module provides two convenient ways to update tags: a dedicated menu under the Sales section called “Update CRM Tags”, which allows users to manage and update tags easily, and an “Update CRM Tags” server action available on leads and opportunities, enabling users to update tags for multiple selected records at once.
It provides flexible and powerful options for managing your CRM data:
1. Bulk Tag Update: Add or remove tags for multiple leads and opportunities in a single click.
2. Default Tags Configuration: You can set default tags for new leads and opportunities to ensure consistent categorization.
3. Access Control: The feature is protected by a user setting, ensuring only authorized users can perform CRM tag updates.
This ensures that your lead organization, segmentation, and sales workflow management are streamlined, structured, and efficient.
CRM Mass Tags Update Odoo App
- Quickly organize your sales pipeline by updating CRM tags for multiple leads and opportunities in a single action.
- Use the dedicated “CRM Update Tags” menu under the Sales section to centrally manage tag assignments with ease.
- Leverage the “Update CRM Tags” server action to instantly add or remove tags from selected records without opening each form individually.
- Define default tags for newly created leads and opportunities to ensure structured and consistent data classification from the start.
- Maintain full control over operations with user-based access rights, allowing only authorized team members to perform mass tag updates.
Complete Workflow for CRM Mass Tags Update Odoo App
Enable the CRM Tags Update permission in User Settings to allow authorized access. Open the CRM Update Tags menu under the Sales section or select multiple leads and opportunities and click “Update CRM Tags” from the Action menu. In the popup wizard, choose whether you want to add or remove tags and select the desired tags. Click Update Tags to instantly update the selected records.
CRM Mass Update Tags Odoo App
1. Select the default tags for new leads and opportunities in the CRM configuration settings.
2. Select the leads or opportunities for which you want to update tags, then click “Update CRM Tags”from the Action menu.
3. The wizard displays the selected records and allows you to choose the update type Add New Tags, Remove Old Tags, or Keep Existing Tag and select the tags you want to apply. Click “Update Tags” to apply the changes.
4. After clicking “Update Tags”, the selected leads or opportunities will be updated instantly, and you can immediately see the changes reflected in the records.
5. You can see the default tags automatically applied in the Pipeline and Lead views for newly created records, ensuring consistent categorization and better organization.
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Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works &
tested on standard installations of Odoo with no third
party apps,
• Free support only for odoo
installations with no third party apps,
• Paid
support availaible for Odoo installations with third
party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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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