$ 15.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 159 |
| Technical Name |
se_crm_lead_opportunity_task |
| License | OPL-1 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 159 |
| Technical Name |
se_crm_lead_opportunity_task |
| License | OPL-1 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Create Project Task from CRM Lead Opportunity
Generate, map, and track project tasks directly from CRM pipelines and lead opportunities via an interactive wizard workflow.
Key Module Highlights
CRM Lead to Project Task Conversion Workflow
Initiate Task Generation from CRM Lead
Navigate to the CRM module and open a specific opportunity from your active pipeline (such as Morden Open Space). Within the main action header panel next to stage controls, click the custom "Create Task" button to initiate the interactive mapping wizard instantly.
Bilateral Visibility: Notice the real-time Tasks smart stat counter added at the top right of the lead card structure. This provides analytical executives immediate insight into the number of project workflows coupled with this sales deal.
Map Relational Parameters inside the Wizard
Clicking the button launches the interactive Create Task from CRM Pipeline/Lead configuration window. The backend mapping engine automatically inherits relational dependencies including the Name, Partner (Customer), Company context, and rich-text Descriptions to avoid redundant entry gaps.
Dynamic Stage Optimization: When you select a specific target Project, responsive backend onchange decorators instantly evaluate the environment to auto-fetch and apply the correct entry-level workspace pipeline Stage dynamically.
Track Coupled Tasks via Native Kanban Overview
After hitting "Create Task", clicking the header smart metrics button redirects you directly to the coupled task repository overview. The module renders a clear, non-intrusive metadata card detailing the mapped Project, Customer profile, coupled Tags, and time-tracking metrics instantly.
Bilateral Traceability: Operational delivery engineers and estimators see identical structural status indicators, drastically improving project kickoff lifecycle transparencies without cross-department workspace friction.
One-Click Redirection to Detailed Task View
Clicking on the generated task card returns the standard project.task form layout
instantly. Operational teams can view inherited fields like Project, Customer entity
context, Assignees, and Deadline parameters pre-filled without manual data
duplication.
Contextual Rich-Text Passing: Notice how the core internal notes are ported directly into the backend task Description HTML section. This eliminates information gaps and ensures uncompromised project handovers across commercial negotiators and engineers.
Bilateral Synchronization & Tag Visibility
When you navigate back to the primary CRM Opportunity form view, the platform triggers an automatic sub-ledger synchronization. The top-right metrics zone dynamically increments to reflect Tasks: 1, and a dedicated inline read-only Tasks tag element displays the coupled task name directly under your main pipeline profile.
Read-Only Overviews: Embedding non-intrusive reference data links directly inside the core lead structure ensures that account managers and sales executives retain strict cross-department data visibility without editing risks.
Audit Deep CRM Relation Metadata Links
To review complete bilateral traceability parameters, navigate to the Extra Info tab directly within the generated project task layout. The system appends a customized technical anchor section called CRM RELATION, showcasing an immediate read-only hyperlink pointing back to the original source CRM Lead / Opportunity record.
Leakproof Data Architecture: This reverse relational reference ensures that operations team members can pull raw commercial requirements instantly without manual searching, while maintaining strict multi-tenant boundaries and audit-ready link transparency.
Key Features & Capabilities
Establish a seamless operational bridge between your front-end sales opportunities and back-end delivery pipelines.
Task Generation Wizard
Provides an interactive modal popup wizard directly inside the CRM Lead workspace, letting team members input fresh task parameters on the fly without changing views.
Smart Relational Mapping
Automatically inherits and maps critical dataset dependencies like Lead Name, Partner ID, Company context, and Team Assignments straight into the project ecosystems.
Contextual Text Passing
Seamlessly ports internal lead descriptions straight into backend task chat logs and description HTML fields to guarantee precise commercial project handovers.
Dynamic Stage Controls
Utilizes responsive backend onchange logic triggers to evaluate, fetch, and select the default entry-level pipeline stage automatically based on your chosen project.
Multi-Company Guardrails
Enforces native Odoo company-level multi-tenant context boundaries to guarantee total operational security compliance and leakproof multi-environment separation.
Bilateral Analytical Visibility
Integrates active relational smart metric buttons and tracking status fields inside the CRM lead form view to preview and navigate to coupled project tasks instantly.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
© 2017 SprintERP Technologies. All Rights Reserved.
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.
Please log in to comment on this module