Customer Geolocation Features in CRM Lead Management
by Appscomp Widgets Pvt Ltd. http://www.appscomp.com , http://www.appscomp.com$ 57.06
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 405 |
| Technical Name |
sales_executive_visit_history |
| License | LGPL-3 |
| Website | http://www.appscomp.com |
| Versions | 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 | 405 |
| Technical Name |
sales_executive_visit_history |
| License | LGPL-3 |
| Website | http://www.appscomp.com |
| Versions | 16.0 17.0 |
Customer Geolocation Features in CRM Lead Management
Customer Geolocation Features in CRM Lead Management enhance lead management by capturing and storing customer locations using latitude and longitude coordinates. This feature converts geographic coordinates into readable addresses and displays them on interactive maps, enabling businesses to effectively prioritize and manage leads based on their geographic position. By integrating geolocation into CRM systems, organizations can streamline sales strategies, optimize route planning, and improve overall customer engagement.
Customer Geolocation Features in CRM Lead Management
Most Advanced CRM Software
Customer Geolocation Features in CRM Lead Management Key Features
Geolocation Data Capture
Map Visualization
Lead Prioritization
Customer Geolocation Features in CRM Lead Management Screenshots
Check-in/ Check-out Button:
The button allows sales executives to capture and confirm the latitude and longitude of customer locations during visits. It converts the captured coordinates into readable addresses and stores them in a one2many field, allowing multiple entries with timestamps to track all visits effectively.
Check-in - Alert:
If the sales executive triggers the check-in button twice within the same inquiry, the system provides a notification, preventing duplicate check-ins and ensuring accuracy.
Check-out - Alert:
Similarly, if the check-out button is triggered twice within the same inquiry, the system sends an alert, preventing duplicate check-outs and maintaining proper visit tracking.
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