CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.
Set the Expiry date inside the CRM Lead.
This helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing
CRM Lead Stage Approval lead stage approval lead next stage approve reject workflow based on user approval salesperson approval on lead stage chnage workflow to approve and reject pipeline workflow process salesman reject reseon
Track CRM Lead Life Stage Cycle
CRM Lead Workflow Approval, CRM, Workflow, Approval, Stages, Customer Relationship Management, Sales, Sales Funnel, Leads
odoo app add CRM Checklist into Lead/Opportunity and checklist Approval, checklist approval crm checklist, lead checklist, Opportunity checklist, lead approval checklist, crm lead checklist, crm pipeline checklist, crm checklist approval
Approve Leads Checklist Pipeline Check List CRM Check List and Approval Process Pipeline Checklist Approval Lead Checklist Approval CRM CheckList Approval Lead Approval Process Stage Wise Checklist for Pipeline Checklist Process Approval Checklist for CRM
CRM Lead Checklist Opportunity Checklist reminder for crm checklist make checklist crm opportunity checklist sub task checklist remember of important things CRM pipeline stage leads checklist pipeline check list CRM Check List Checklist Approval Odoo
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Leads import from excel files in Odoo.
CRM Mandatory Fields of each stage
CRM Bunch of Tags Update,CRM Bulk Tags Change, Correct Tags Of CRM Module, Replace Multiple Tags Of CRM, Update Several CRM Tags,CRM Tags Change App, Correct CRM Tags Module, Replace CRM Multiple Tags, Update CRM Several Tags Odoo
Multiple Branch Management CRM Multi Branch Crm app CRM Multiple Unit Operating unit desk branch customer relationship service system branch CRM Lead branch CRM Sales branch service for single company with Multi Branches multi company branch Purchase branch Invoicing branch logo on Accounting Report logo Multi branch sequence branch logo on pos Multiple Branch Management Multi Branch app Multiple Unit multiple Operating unit sales branch Sales Purchase branch Invoicing branch billing Voucher branch warehouse branch Payment branch Accounting Reports for single company Multi Branches multi company Advance Multiple Branch advance Multi Branch app Multiple Unit multiple Operating unit multi branch sequence branch address on report branch logo on report sales branch Purchase branch Invoicing branch billing branch Accounting Report logo Multi Branches
CRM Multi branch CRM multiple branch CRM multi unit CRM multi unit CRM multiple operation unit CRM multi operation CRM multi branches CRM lead multi branch CRM branch pipeline multi branch lead branch management for CRM branch customer multi branch crm
Multiple currency revenue for CRM pipeline multi currency expected revenue for CRM lead other currency revenue calculate expected revenue for CRM opportunity custom currency rate converted expected revenue for CRM expected revenue in multiple currencies
Notify responsible person on ideal leads on different stage for configurable period of time with custom message
Allow to create CRM Opportunity from Helpdesk Support Ticket.
Lost Reason Details on During Lost Process of CRM
CRM Pipeline Auto Response Based on Stages