Odoo Development
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 198 |
| Technical Name |
wb_crm_lead_generation |
| License | LGPL-3 |
| Website | https://wanbuffer.com |
| Versions | 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 198 |
| Technical Name |
wb_crm_lead_generation |
| License | LGPL-3 |
| Website | https://wanbuffer.com |
| Versions | 19.0 |
Days Free Support
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Custom Apps
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Crm Lead Generation
This CRM lead generation feature enables automatic creation of unique lead numbers by allowing users to configure a custom prefix and starting number, ensuring consistent identification such as LEAD0001. Once enabled, users can easily manage and transfer leads directly from CRM â Sales â My Pipeline using the Transfer Lead option, which opens a simple reassignment pop-up to update the assigned user, helping streamline lead ownership and improve sales workflow efficiency.
Features
1.Auto-generate unique custom Lead Number using configurable sequence
2.Lead number is auto-generated using the custom sequence configuration
3.Automatic lead number assignment during lead transfer
4.Salesperson is updated automatically when the lead is assigned
5.Prevent duplicate lead number generation
6.Secure lead transfer with role-based access control
1. Install the Module
Go to the Odoo Apps menu and install the module.
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1.Create a configuration
In CRM, open Configuration, then go to Lead Generation and select Lead Number &
Transfer. Set the desired Prefix and Start Number. After enabling, these fields will
appear in the Lead form.
2.To check, go to CRM â My Pipeline
âLeads.
To use the transfer feature, open CRM, then Sales, and go to My Pipeline.
The Transfer Lead button will appear automatically after the Lead Number & Transfer
configuration is enabled.
3.Create Transfer Lead Button
Open CRM, then Sales, and go to My Pipeline. After enabling the Lead Number &
Transfer setting, the Transfer Lead button will appear automatically.
4.Create a Popup
Open CRM, then Sales, and go to My Pipeline. Click Transfer Lead to open a
pop-up showing the current Assigned user, an Assign To dropdown, and Confirm/Cancel
buttons.
5.Saleperson automatically Change
After clicking Confirm, the Salesperson is updated automatically.
You can check this in CRM, then Sales, under My Pipeline.
For example, the Salesperson may change from âMitchel Adminâ to âMark Demo.â
This module automatically generates unique lead numbers in Odoo CRM and provides an easy way to transfer leads between sales users for better lead management.
Yes. Users can define a custom prefix and starting sequence number, such as LEAD0001, to maintain consistent lead identification.
Yes. Once configured, the module automatically assigns unique lead numbers whenever a new lead is created.
The "Transfer Lead" option allows users to quickly reassign leads to another salesperson or team member directly from the CRM pipeline.
When the Transfer Lead option is selected, a pop-up window appears where users can choose the new assigned user for the lead.
Yes. The reassignment process helps maintain clear lead ownership and improves visibility within the sales pipeline.
The module requires the Odoo CRM application to be installed and configured.
It standardizes lead numbering, simplifies lead reassignment, reduces manual work, and improves collaboration among sales teams.
Yes. Businesses can configure numbering formats according to their internal processes and branding requirements.
Yes. Lead transfer access can be managed using Odoo user roles and security permissions.
Purchase Terms & Conditions
Standardize vendor communications by attaching Terms & Conditions to Requests for Quotation, Purchase Orders, and Vendor Bills. The app lets you choose from pre-configured templates while creating these documents, ensuring all relevant terms are consistently shared and printed in final outputs.
Features
Create reusable templates for vendor-side documents
Apply terms to Purchase RFQs and Orders
Apply terms to Vendor Bills
Templates auto-reflect in final PDF layouts
Easy integration with Odoo Purchase & Invoicing modules
Fully supports Community and Enterprise editions
1) Go to the Odoo Apps menu and install
the module
Then, navigate to Settings Users Access Rights
and ensure the appropriate permissions are enabled for "Purchase Terms &
Conditions."
2) Navigate to Purchase Configuration
Go to Purchase Configuration
Terms and
Conditions.
This section allows you to manage all templates specific to purchase operations.
3) Create a New Template
Click the Create button to add a new Terms
& Conditions template.
You will also see a list of all previously created templates here.
4) Fill in Template Details
Enter a Title, select the Company, and write your
Terms & Conditions in the text editor.
Click Save to finalize the template.
5) Go to Purchase Configuration
Terms and
Conditions
Navigate to Purchase Requests for Quotation
(RFQ) and click the Create
button to generate a new RFQ
or Purchase Order.
6) Select Terms on RFQ/Purchase Order Form
On the RFQ or Purchase Order details page, you will see a new tab titled
Terms and Conditions.
From here, select the desired template - the terms content will auto-fill
accordingly.
7) Terms in Print/PDF
Upon confirming the RFQ into a Purchase
Order, the selected Terms &
Conditions will be included in the printable
PDF.
8) Use in Vendor Bills
While creating or editing a Vendor Bill,
you will see the same
Terms and Conditions tab.
Choose the required template, and the terms will be printed on the final bill
document.
This module automatically generates unique lead numbers in Odoo CRM and provides an easy way to transfer leads between sales users for better lead management.
Yes. Users can define a custom prefix and starting sequence number, such as LEAD0001, to maintain consistent lead identification.
Yes. Once configured, the module automatically assigns unique lead numbers whenever a new lead is created.
The "Transfer Lead" option allows users to quickly reassign leads to another salesperson or team member directly from the CRM pipeline.
When the Transfer Lead option is selected, a pop-up window appears where users can choose the new assigned user for the lead.
Yes. The reassignment process helps maintain clear lead ownership and improves visibility within the sales pipeline.
The module requires the Odoo CRM application to be installed and configured.
It standardizes lead numbering, simplifies lead reassignment, reduces manual work, and improves collaboration among sales teams.
Yes. Businesses can configure numbering formats according to their internal processes and branding requirements.
Yes. Lead transfer access can be managed using Odoo user roles and security permissions.
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