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CRM Mark as Lost + Create contact, Archive Won

by
Odoo

$ 150.00

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 322
Technical Name fal_crm_ext
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetomc0001-crm-mark-as-lost-create-contact-archive-won-4170
Versions 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 322
Technical Name fal_crm_ext
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetomc0001-crm-mark-as-lost-create-contact-archive-won-4170
Versions 17.0 18.0 19.0


ODOO'S FUNCTION

Odoo limits the possibility for leads & opportunities management in the following ways:

1. Odoo proposes to close a lead or to convert an opportunity with the option to create a new customer or not. However, Odoo does not propose to mark a lead as lost AND create a new customer.

2.  In Odoo Standard, the opportunity is an open object without any easy way to pre-define the sales speech of your sales team.

CLUEDOO'S FUNCTION

CLuedoo enhances the standard process by:

\t 1️⃣ Adds the option "Mark Lost & Create contact" on a lead.

\t 2️⃣ When you contact a prospect, you need to ask a list of questions to better understand customer needs and to identify opportunities. Pre-defined questions on CRM opportunities help your sales team keep in mind all the key questions, select pre-defined answers, and record notes and specific responses.

3️⃣Excludes cancelled SO on smart button on CRM and Contact

Mark as Lost and Create Contact

CRM → Pipeline. When you click "Mark As Lost" on an opportunity, you have the option to create a contact and the option to link or not link it to a customer.

Question List for Leads

1. On CRM → Configuration, we have Question / Answer menu. From v16 onwards, don't exist.

2. On the CRM question form view, we can also set the answer.

3. On the leads / opportunity form view, within the Internal Notes tab, we can put in the question and answer, as well as write a custom answer.
4. Won Archive. In pipeline we can click on the Won and the opportunity will be archived and have the banner Won-Archived.
5. When a lead is mark as Lost, we can decide to link it customer or not or create new customer.
Exclude cancelled quotations
Cancelled quotations are excluded from the Quotation smart button in the CRM app



When the module is uninstalled, the cancelled quotations are included.
quo
Cancelled sales orders are excluded from the Sales smart button in the Contacts app

When the module is uninstalled, the cancelled sales orders are included. 

















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).

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by depending on it, importing it and using its resources), but without copying
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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,
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