CRM Lead Opportunity Sequence by Team or General or Without
CRM Pipelines Service Level Agreement (SLA)
Make the ‘Source’ field mandatory in the CRM module to ensure every lead or opportunity records its origin
CRM Source field required
Crm Stage Auto Mail stage update email stage email templates auto email send on stage update opportunity auto send mail pipeline stage update email CRM auto email sender stage-based email automation send email when stage changes CRM follow-up automation CRM pipeline email notification CRM stage email template Automatic email for leads
This module helps to display CRM(opportunity/pipeline) stage history. You can find who has moved stage and when. We provide stage change analysis menu where you can see all stages history with details.
This module will help users to track the history of lead stage changes within their pipeline.
odoo app allow to record user CRM lead Stage history, lead stage history, pipeline stage history, crm stage history
Mail when changing stage
Automated Email Notifications Based on CRM Stage Duration
Evo CRM Stage Notification,The administrator has the ability to configure number of days email templates within the CRM.The administrator will have the capability to configure stage-specific email templates and set the due number of days for notifications.
Manage role responsibilities for CRM stages
Customer Survey Management, User Survey,customer Feedback, Perform Market Search,Customer Survey In Lead, Customer Survey In Pipeline,Survey For Feedback, Client Survey Send Email,take survey,manage surveys,Customers Survey Odoo
Show CRM lead/opportunity tags in calendar view, Odoo Calendar Configuration, Odoo Web Calendar Configuration, Odoo Calendar Events Odoo Calendar Meetings, Odoo Events, Odoo Meetings, Calendar Detail, Calendar Details, Calendar Description, Calendar Event Details, Calendar Event Description, Calendar Meeting Detail, Calendar Meeting Details, Calendar Meeting Description, Customer Relationship Management, CRM Details in Meeting, CRM Information in Meeting, CRM Info in Meeting, CRM Details in Calendar, CRM Information in Calendar, CRM Info in Calendar, CRM Lead Details in Meeting, CRM Lead Information in Meeting, CRM Lead Info in Meeting, CRM Lead Details in Calendar, CRM Lead Information in Calendar, CRM Lead Info in Calendar, CRM Opportunity Details in Meeting, CRM Opportunity Information in Meeting, CRM Lead Opportunity in Meeting, CRM Opportunity Details in Calendar, CRM Opportunity Information in Calendar, CRM Lead Opportunity in Calendar, CRM Lead Tags in Meeting, CRM Lead Tags in Calendar, CRM Opportunity Tags in Meeting, CRM Opportunity Tags in Calendar
Auto-assign CRM teams to partners based on ZIP code patterns
CRM Timesheet & CRM Timer on lead. Timesheet is booked in a (CRM) project task.
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CRM usability enhancements
CRM VAT
Add WIP tracking to CRM Leads/Opportunities