| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Employees (hr) • Calendar (calendar) |
| Lines of code | 354 |
| Technical Name |
pk_crm_customer_portal |
| License | OPL-1 |
| Versions | 17.0 18.0 19.0 |
Advance CRM Portal
Works for Both Internal and External/Portal Users
Any User you assigned/give access will have the App/Menu on Portal side
Once you install, you will get the below features:
Main Features
- Create New Leads / Customer
- View and Track leads
- Edit / Update leads
- Update the progress in real time
- All own leads
- Any time update
- Fully integrated with backend
Configuration
- Make sure the employee is linked with the user; check and confirm.
- Go to Employee -> open profile -> HR Settings tab.
- In the user field, select the user.
- Next go to Settings --> Users & Companies --> click on Groups .
- Search or select the Group ['Custom Portal - CRM Access'] and click to open.
- Add users in the order line .
Remember only assigned group menus will be visible to the user
Now the Employee/User can see CRM Leads Menus/App on Portal
Click to Open
After clicking by default User will view their Leads
Create new lead by clicking on the top right button Create New Lead
To View OR Edit click on the icon in each lead record
Filters
My Leads
Create New Lead
View Lead
Edit Lead
Thanks for choosing my solution
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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