Odoo Apps 28024 Apps found. version: 17.0 ×

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Fix currency display in CRM kanban view aggregates for Recurring Revenues

CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit

Quick Edit Feature for CRM Leads from Kanban View

This Module Creates a wizard to export CRM Leads/Opportunities to Excel with customizable date range and stage filters. The export includes comprehensive lead information in a well-formatted Excel file.

Module allows automatically generate customer codes and classify customers and internal contacts.

CRM Lead Document app designed to attach and manage documents within CRM leads. It centralizes files, supports collaboration, and improves efficiency in lead tracking and workflow integration.crm lead document app, crm document management, attach documents to leads, crm file management, lead documentation module, organize crm documents, enhance lead management, crm pipeline document attachment, crm lead tracking tool, crm workflow integration, crm team collaboration, crm file organization, crm enhancements module, crm document workflow, crm document productivity, crm document efficiency, crm document organization, crm document reporting, crm document management system, crm document visibility, crm document optimization, crm document monitoring, crm document data, crm document records, crm document documentation, crm document process, crm document performance, crm document tracking, crm document usability, crm document integration, crm document enhancement, crm document control, crm document utility, crm document platform, crm document capability, crm document service, crm document management app, crm document tracking tool, crm document reporting system, crm document monitoring application, crm document workflow solution, crm document collaboration tool, crm document management framework

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

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

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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 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