Smart CRM Task Generator | Create Project Tasks from Leads
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 14.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 229 |
| Technical Name |
crm_quick_task_advanced |
| License | OPL-1 |
| Website | https://www.techultrasolutions.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 | 229 |
| Technical Name |
crm_quick_task_advanced |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Smart CRM Task Generator | Create Project Tasks from Leads
Managing follow-ups and actions from CRM leads can often become time-consuming and
inefficient. This
module simplifies your workflow by allowing you to instantly create project tasks directly
from CRM
leads with just one click.
With smart automation and intelligent project selection, this module ensures that every lead
is
seamlessly connected to actionable tasks, improving team productivity, collaboration, and
execution
speed.
Whether you're handling sales pipelines, customer follow-ups, or internal operations, this module bridges the gap between CRM and project management, helping your team stay organized and responsive.
Smart CRM Task Generator | Create Project Tasks from Leads
Product Overview
▶ Watch Module Demo
See how Smart CRM Task Generator | Create Project Tasks from Leads works.
Features
Instantly converts CRM leads into actionable tasks with a single click, helping teams save time and streamline follow-ups
Easily sets up and customizes project configurations directly from CRM lead data for a faster, more organized workflow
Automatically maps projects to the appropriate sales teams, ensuring better coordination and streamlined project management
Automatically assigns a default project from system settings whenever no specific project mapping is available, ensuring uninterrupted workflow continuity
Automatically populates task details using CRM lead information, reducing manual entry and improving accuracy across workflows
Automatically assigns the related salesperson as the task assignee, ensuring clear ownership and faster follow-up actions/p>
Automatically copies the CRM lead description into the task description, ensuring all important context is carried forward seamlessly
Seamlessly maps CRM lead tags to project task tags automatically, helping maintain better organization and consistent task categorization
Ensures every lead is converted into a task automatically, helping teams stay on top of follow-ups and never miss potential opportunities
Maintains a seamless connection between CRM leads and created tasks, ensuring better traceability and efficient workflow tracking
Improves overall team efficiency by providing clear task visibility and streamlined workflows, enabling faster execution and better coordination
Configuration
Support
FAQs
Global Project Configuration.
Easily streamline your workflow by setting a default project for
quick
tasks.
- Navigate to CRM Configuration
- Locate the Quick Task Default Project option
- Assign a default project that will automatically apply when
creating tasks
from leads
This ensures consistency and saves time during task creation.
Lead Management & Quick Task Creation.
Within the Lead form, managing tasks is simple and efficient:
- Go to the Tasks tab inside a lead
- Click on the Quick Task button to instantly create a task
- View all associated tasks directly under this section
This provides a centralized view of all activities linked to a lead.
Task Creation from Lead.
When creating a task from a lead, the system automatically includes:
- Task Name
- Default Project (based on configuration)
- Assigned Users
- Tags
- Customer Name
If it's not selected in the lead, it will not appear in the
task.
Sales Team-Based Default Project.
Enhance flexibility with Sales Team-specific project
configuration:
- Configure a default project (e.g., Office Design) for a specific
Sales Team
- This overrides the global default project (e.g., Renovations)
Task Creation with Sales Team Configuration.
When a lead is assigned to a Sales Team:
- The Sales Team's default project is automatically
applied
- Even if a global default exists, team-specific settings take
priority
Lead Tasks Overview.
Stay organized with full visibility of tasks:
- All tasks linked to a lead are displayed in the Tasks tab
- Easily track progress and manage activities in one place
Tasks Smart Button.
Access all related tasks instantly:
- Use the Tasks Smart Button on the lead form
- Quickly view and manage every task associated with that lead
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
Yes, it enables one-click task creation directly from the lead form.
Yes, you can configure a default project from settings, and it will be used as a fallback.
It follows a smart priority:
- Lead project
- Sales team project
- Default project
- Fallback project
Yes, key details like name, customer, description, tags, and assigned user are auto-filled.
Yes, All tasks related to leads will be displayed in the Task tab.
Yes, all tags are automatically mapped to project task tags, including dynamic creation if needed.
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