The scheduled action will be created; and it will check automatically (CRM/Lead), which is not updated in the past 2 days (e.g., New Lead or Oppurtunity has been created in the past 2 days, but no activities followed for those entries.) by sales persons and specific Lead/Oppurtunities’ entries information with Excel report attachment through an email to the sales management.
This module allow users to have a quick view of lead details from kanban or pipeline view.
The CRM stage history is displayed with the help of this module. You can find out who they changed stages together with when. We include a stage change analysis menu that lets you see a history of each step. CRM State History, CRM Status History, CRM Phase History, CRM Current State Log, CRM Development Timeline, CRM Milestone Tracker, CRM State History in odoo, CRM Status History in odoo, CRM Phase History in odoo, CRM Current State Log in odoo, CRM Development Timeline in odoo, CRM Milestone Tracker in odoo, What is CRM State History in Odoo? How to track CRM stage changes in Odoo? Why use CRM Phase History for better sales tracking? How to monitor CRM status changes in Odoo? What is CRM Current State Log and how does it help sales teams?
Access Odoo data as calendar or address book
The Sales Order Cancel Management Odoo app enhances Odoo's sale order functionality by offering flexible cancellation options including independent cancellation, resetting to draft for modifications, and permanent deletion with related record handling. It supports bulk cancellations from the sales order list and allows optional cancellation of associated deliveries and invoices.
Make chatter collapsible and closed by default
Record voice note from chatter
Cold storage profitability calculator inside CRM opportunities
Odoo Collapse/Expand Group
Combo Product
This Module allows to setup conditional formatting in the pivot view of models
Show AI popup when user uploads a document
Add Create Bill Button
Update exchange rates using XE.com
The Customer Number Module for Odoo automatically generates unique customer numbers for customers
Generate unique sequence codes for customers and suppliers
Customer Success Sentiment Tracker using AI