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.
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crm lead Form Customizations
Add LinkedIn field to CRM Leads
Field partner required in the opportunity
this module assigns probability values to different CRM stages, enabling more accurate sales forecasting and better decision-making throughout the sales process.
Manage role responsibilities for CRM stages
Allow assigning multiple CRM teams to a stage and filter stages on leads accordingly.
Send WhatsApp notification to Customers from their Lead/Opportunity.
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Integrates sales_team_security with crm
Set "From" email address in outgoing email to be the same as your outgoing email server email address.
List view tooltips improvements.
Makes the standard section_and_note_text widget compatible with CRND Web List Popover Widget.
CRND Web Widget Select Geolocation
Odoo Web Diagram view by CRnD.