This plugin uses an additional justification when a lead or opportunity is lost.
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 multi assignee pipeline multi assign lead multi assign lead multiple salesperson pipeline multiple salesperson assign multiple users to lead multiple assignees in crm multiple assignees opportunity multi user assignment lead multi responsible users
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.
Adds Amount in multicompany reporting currency to CRM Lead
Notify responsible person on ideal leads on different stage for configurable period of time with custom message
The CRM Opportunity Purchase module enhances the CRM functionality by allowing users to create Request for Quotations (RFQs) or Purchase Orders directly from the CRM Opportunity or Pipeline. This feature enables efficient management of vendor selections, streamlining the purchasing process based on products listed in the CRM.
Integrate task management seamlessly within the CRM pipeline for enhanced workflow and productivity.
Allow to create CRM Opportunity from Helpdesk Support Ticket.
CRM Opportunity/Lead Join with Project Task
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
Adds the possibility to add a company group to a company
CRM Pipeline Auto Response Based on Stages