CRM lead document attachment for lead document pipeline document lead attachment pipeline attachment CRM document CRM attachment for lead attachment for pipeline attachment for opportunity attachment opportunity document
odoo app manage document on CRM LEAD/Pipeline/Opportunity, Add CRM document from the leads, management CRM lead document management, easy to manage CRM lead document to manage, easy to check all CRM document, quick-access CRM lead document for quick access
CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.
Set the Expiry date inside the CRM Lead.
Adds geolocation to CRM leads
This helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing
CRM Lead Lifetime, CRM Lead Lifetime Odoo App, SunCart CRM Lead Lifetime Odoo App, CRM Lead Lifetime Odoo App India, Customer Experience Management Odoo Apps, Vida útil del cliente potencial de CRM
Assign multiple users to a CRM lead/opportunity and auto-add them as followers.
CRM product to quotation CRM opportunity to Sales Order CRM Product to Sale Order add products on CRM pipeline to quotation add product on CRM lead to sales product from lead add product on lead to quotation add product on crm opportunity to sale
CRM Lead Stage Approval lead stage approval lead next stage approve reject workflow based on user approval salesperson approval on lead stage chnage workflow to approve and reject pipeline workflow process salesman reject reseon
Track time spent by opportunities in each CRM stage
Track CRM Lead Life Stage Cycle
CRM Lead Transfer Pipeline Transfer Opportunity Transfer Auto Lead Transfer reassign leads crm change salesperson move opportunities between users crm lead manager transfer crm leads lead handover crm team change automatic lead reassignment lead reallocation opportunity reallocation opportunity reassignment opportunity handover opportunity reassign mass transfer lead bulk transfer lead bulk transfer opportunity mass transfer opportunity
odoo app add CRM Checklist into Lead/Opportunity and checklist Approval, checklist approval crm checklist, lead checklist, Opportunity checklist, lead approval checklist, crm lead checklist, crm pipeline checklist, crm checklist approval
Approve Leads Checklist Pipeline Check List CRM Check List and Approval Process Pipeline Checklist Approval Lead Checklist Approval CRM CheckList Approval Lead Approval Process Stage Wise Checklist for Pipeline Checklist Process Approval Checklist for CRM
CRM Lead Checklist Opportunity Checklist reminder for crm checklist make checklist crm opportunity checklist sub task checklist remember of important things CRM pipeline stage leads checklist pipeline check list CRM Check List Checklist Approval Odoo
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Leads import from excel files in Odoo.
Add LinkedIn field to CRM Leads
This plugin uses an additional justification when a lead or opportunity is lost.