Adding customer's Enterprise Scale, Ownership Type and Industry to Lead/Opportunity
Manage partner birth date on lead/opportunity
Assign lead to another saleperson
Integrate Sales Team Advanced with CRM
Import, enrich, and qualify leads with OpenAI, OpenRouter, and SerpAPI
The CRM access app manage a separate groups for CRM app.
Auto schedule activity for different stages and make them enable mandatory to be close before stage move to another and can be configure for any stage with different no. of activities with and without mandatory to be closed.
CRM Opportunity Leads Products from Template
CRM Analytic Account
Mark CRM opportunity as Won based on the sales order status
Quản lý Kế hoạch Chăm sóc Khách hàng
Plan, track, and analyze customer care activities with real-time revenue insights, frequency analysis, and dashboard reporting.
add a new check list manu
odoo app allow Checklist for Lead and Opportunity, Lead Checklist, CRM Checklist, Pipeline checklist
Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign
Add cost/meter and area to CRM
Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM