CRM Default Follower By Default Followers Lead Default Follower Lead Auto Followers Lead Automatic Followers Restrict Follower Customer As Followers Opportunity Default Follower Opportunity Followers Lead Followers CRM Followers Odoo Lead Default Followers Opportunity Default Followers Auto Add Followers In Lead Auto Add Follower In Lead Auto Add Followers In CRM Auto Add Follower In CRM Auto Add Followers In Opportunity Auto Add Follower In Opportunity
This module is used to help users manage important documents of the CRM. And helps to send email notifications to customer about document expiration.
This module allow user to set the schedule time for sending followup email on CRM record
Add Extra Fields CRM Form Add Fields Custom Fields In CRM Form Lead Extra Field opportunity extra fields Custom Fields Dynamic Fields Custom selection field Additional field extra dynamic fields Odoo CRM custom fields Extra data fields in CRM Additional CRM data fields CRM data customization Extending CRM fields Personalized CRM data CRM field management CRM database expansion Customizing CRM records CRM data enhancement CRM record customization CRM field configuration Adding fields to CRM data modification Expanding CRM functionality
CRM Survey Management CRM User Surveys CRM Customer Feedback CRM Lead Customer Surveys CRM Pipeline Client Review CRM Opportunity Client Feedback CRM Survey Answer CRM Survey Questions CRM Opportunity Customer Review CRM Client Survey CRM Pipeline Survey
CRM lead document attachment for lead document pipeline document lead attachment pipeline attachment CRM document CRM attachment for lead attachment for pipeline attachment for opportunity attachment opportunity document
odoo app manage document on CRM LEAD/Pipeline/Opportunity, Add CRM document from the leads, management CRM lead document management, easy to manage CRM lead document to manage, easy to check all CRM document, quick-access CRM lead document for quick access
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
reminder for crm checklist app, make checklist module, crm checklist for opportunity, find sub task checklist, remember of important things, crm checklist for lead odoo
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