Leads import from excel files in Odoo.
User has more filters and group by options on leads, pipeline, activities and analysis reports
Restrict the user to move between stages of opportunity when certain fields have missing value.
CRM Mandatory Fields of each stage
Crm Mass Stage Update mass lead update mass lead stage update mass stages update list view mass updates mass crm updates all in one mass update
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
CRM Multiple Branch CRM Locations Opportunity Multi Branches Multiple Stores Multiple Chain Multiple Branch Management CRM Branch Multiple Unit multiple Operating unit branch Employees branch Report Customer Branch Management Opportunity Branch Lead Multi Branch Odoo
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
Manage expected revenue in multiple currencies for CRM leads and opportunities.
Notify responsible person on ideal leads on different stage for configurable period of time with custom message
Project Task from CRM Opportunity module integrates task management into the CRM pipeline for streamlined workflows and productivity.CRM opportunity tasks, CRM task management, CRM pipeline tasks, CRM workflow, CRM productivity, CRM tracking, CRM monitoring, CRM reporting, CRM transparency, CRM control, CRM record, CRM performance, CRM optimization, CRM enhancement, sales pipeline tasks, sales pipeline management, sales pipeline tracking, sales pipeline monitoring, sales pipeline reporting, sales pipeline transparency, sales pipeline control, sales pipeline record, sales pipeline performance, sales pipeline productivity, sales pipeline accuracy, sales pipeline handling, sales pipeline improvement, sales pipeline optimization, sales pipeline enhancement, project task integration, project task management, project task tracking, project task monitoring, project task reporting, project task transparency, project task control, project task record, project task performance, project task productivity, project task accuracy, project task handling, project task improvement, project task optimization, project task enhancement, Kanban view tasks, lead form integration, smart button tasks, pipeline form tasks, streamlined CRM workflow, opportunity task tracking, efficient task management, task workflow integration, organized sales pipeline
Allow to create CRM Opportunity from Helpdesk Support Ticket.
Lost Reason Details on During Lost Process of CRM
CRM Own Customer Access lead own customer access salesperson own customer crm own partner access opportunity own customer access advanced customer access CRM customer access control restrict customer view for salespersons own customer only access salesperson customer visibility control limit customer list per salesperson CRM customer privacy customer access rights for CRM Restrict CRM customers by salesperson
Improve phone support in CRM
CRM Phone Number Extension