Quick Task From Leads Or Opportunity

by
Odoo

43.44

v 9.0 v 10.0 v 11.0 v 12.0 Third Party 12
Required Apps CRM (crm)
Project (project)
Technical Name sh_quick_task
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 13.0 v 12.0 v 10.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Project (project)
Technical Name sh_quick_task
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 13.0 v 12.0 v 10.0

Quick Task From Leads Or Opportunity

Easy to create or manage task of different leads or opportunity.

Key features:
  • Create task on click with basic details auto fill from leads/opportunity.
  • Easy to track and filter list of tasks from leads/opportunity.

Create Task From Main Menu.

Create Task from Pipeline on "Create Task" Button and "Task" Smart Button shows related Task Count.

On "Create Task" Button click Task Title,Leads and Customer auto selected as per Pipeline.

From Pipeline on "Task" Smart Button click redirect to Task Tree view showing Task created from Pipeline.

Create Task from Leads on "Create Task" Button and "Task" Smart button shows related Task Count.

On "Create Task" Button click Task Title and Leads auto selected as per Leads.

From Leads on "Task" Smart Button click redirect to Task Tree view showing Task created from Leads.


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Help & Support

You will get free support and assistance in case of any issues


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