Crm Salesperson Planner
by Sygel Technology https://github.com/OCA/crm , Odoo Community Association (OCA) https://github.com/OCA/crm| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1367 |
| Technical Name |
crm_salesperson_planner |
| License | AGPL-3 |
| Website | https://github.com/OCA/crm |
| Versions | 13.0 15.0 16.0 17.0 18.0 |
Crm Salesperson Planner
This application allows you to track and schedule salespeople visits to your customers, allowing you to determine which opportunities are going to be dealt on each visit.
Visits create an all-day event in the calendar and they can be easily rescheduled. Visits can be automatically created from a template, in which it is possible to select the frequency of visits, as well as the start and end dates. The last visit can also be calculated by selecting the total number of repetitions.
This module creates a cron job that generates visits from templates, but an option to create them manually is available from the template form view when the template is validated.
Table of contents
Configuration
To configure this module, you need to:
- Go to new menu CRM > Configuration > Salesperson Planner > Close Reasons and create a close reason for ‘Cancel’ and ‘Incident’ types.
Usage
- Go to CRM > Salesperson Planner > My Visits or All Visits.
- Create a new visit.
- Or go to CRM > Salesperson Planner > Visit Templates and create a new recurring template to create periodical visits.
- For templates, select a Start Date.
- Set either a total number of repetitions or an End Date to calculate the last repetition.
- To reschedule a validated visit, either:
- Change the date from the visit record.
- Change the date from the calendar event automatically created for the visit.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Sygel Technology
Contributors
- Sygel:
- Valentin Vinagre
- Manuel Regidor
- Pesol:
- Gerardo Marin Parra <info@pesol.es>
- Tecnativa:
- Víctor Martínez
- APSL-Nagarro:
- Bernat Obrador <bobrador@apsl.net>
- Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/crm project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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