| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Inventory (stock) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 2091 |
| Technical Name |
portal_crm_to_quotation |
| License | OPL-1 |
| Versions | 16.0 17.0 18.0 |
Portal CRM to Sales WorkFlow.
Now your Employees can manage CRM from Portal, Create Delete and Edit, Schedule Activity, Log Note Create New Quotations, Open Related Quotations. Edit or Update Quotations, Send BY Email. Now you can reduce number of users, if users are using CRM and creating and update and send quotations can be done through portal!
Hot Features
Open to see the Leads
.png?434e322)
List View of Leads and Create Lead Button, Activities in Green are due activities And In Red are OverDue activities.
.png?434e322)
Create Lead Popup where you can create New Lead.
.png?434e322)
View of Lead / Opportunity.
.png?434e322)
Change stage in Clickable Stage bar, Edit button, Won, Lost and New Quotation Button.
.png?434e322)
When Clicked on Edit button now you can see the editable view. Then you will be able to save.
.png?434e322)
When Clicked on "New Quotation" button you will see the popup for creating new Quotation, linked with current Lead.
.png?434e322)
There is a Quotation Smart button to see the number of Linked Quotation and Click to open these. And there is Log note and schedule activity button.
.png?434e322)
You can schedule Activity by clicking "Schedule Activity" button and with this appeared Popup.
.png?434e322)
You can Log a Internal Note by clicking "Log Note" button and with this appeared Popup.
.png?434e322)
Here you can see Quotation view.
.png?434e322)
You can add a new line with "Add a line" button.
.png?434e322)
You can update existing line by clicking on "Edit" and "Save" Button.
.png?434e322)
You can "Send by Email" with the template configured in backend, by clicking on "Send by Email" button.
.png?434e322)
You can see the sent email in the Chatter Logs.
.png?434e322)
Please mail or Whatsapp me for support on raheelaslam95@gmail.com Whatsapp Number: +923125642465
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