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Track CRM Lead Life Stage Cycle
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Set Access Rights On CRM Leads based On Different Teams
Leads import from excel files in Odoo.
This plugin uses an additional justification when a lead or opportunity is lost.
CRM Mandatory Fields of each stage
Restrict the user to move between stages of opportunity when certain fields have missing value.
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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
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.