CRM Pipeline from Calendar Meeting
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 10.27
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 153 |
| Technical Name |
create_crm_lead_from_meeting |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 14.0 15.0 16.0 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 | 153 |
| Technical Name |
create_crm_lead_from_meeting |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Generate CRM Pipeline from Calendar Meetings
Integrating Calendar Meetings with CRM Pipeline
This module enables the creation of CRM pipeline entries directly from calendar meetings, streamlining the process of converting meetings into actionable sales opportunities.
Main Features:
- Create CRM Pipelines from Calendar Meetings (Odoo Standard): Allows sales users to seamlessly generate CRM pipelines (using Odoos standard functionality) directly from calendar meetings.
- Support for Multiple CRM Pipelines from a Single Meeting: Users can create multiple CRM pipeline entries from a single calendar meeting, enhancing flexibility in managing sales opportunities.
- Additional Resources: For further information, please refer to the screenshots below and watch the accompanying video tutorial.
Edition Compatibility:
Enterprise Odoo.sh Community
Example Flow 1: CNC Plasma Cutting Purchase Request
"Create CRM Pipeline" Button in Calendar Meeting Form View (Odoo Standard)
Create CRM Pipeline Wizard Interface
Open CRM Pipeline Created from Meeting
Odoo Standard CRM Pipeline Form Layout
CRM Pipeline Form View (Odoo Standard) with Meeting Reference
Example Flow 2: HR and Payroll Management Software Training
"Create CRM Pipeline" Button in Calendar Meeting Form View (Odoo Standard)
Create CRM Pipeline Wizard Interface
Open CRM Pipeline Created from Meeting
Odoo Standard CRM Pipeline Form Layout
CRM Pipeline Form View (Odoo Standard) with Meeting Reference
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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