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
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
reminder for crm checklist app, make checklist module, crm checklist for opportunity, find sub task checklist, remember of important things, crm checklist for lead odoo
Leads import from excel files in Odoo.
This plugin uses an additional justification when a lead or opportunity is lost.
Restrict the user to move between stages of opportunity when certain fields have missing value.
CRM Mandatory Fields of each stage
Create contact and archive lead (Mark Lost) and Create Meeting
CRM Bunch of Tags Update,CRM Bulk Tags Change, Correct Tags Of CRM Module, Replace Multiple Tags Of CRM, Update Several CRM Tags,CRM Tags Change App, Correct CRM Tags Module, Replace CRM Multiple Tags, Update CRM Several Tags Odoo
crm multi assignee pipeline multi assign lead multi assign lead multiple salesperson pipeline multiple salesperson assign multiple users to lead multiple assignees in crm multiple assignees opportunity multi user assignment lead multi responsible users
Multiple Branch Management CRM Multi Branch Crm app CRM Multiple Unit Operating unit desk branch customer relationship service system branch CRM Lead branch CRM Sales branch service for single company with Multi Branches multi company branch Purchase branch Invoicing branch logo on Accounting Report logo Multi branch sequence branch logo on pos Multiple Branch Management Multi Branch app Multiple Unit multiple Operating unit sales branch Sales Purchase branch Invoicing branch billing Voucher branch warehouse branch Payment branch Accounting Reports for single company Multi Branches multi company Advance Multiple Branch advance Multi Branch app Multiple Unit multiple Operating unit multi branch sequence branch address on report branch logo on report sales branch Purchase branch Invoicing branch billing branch Accounting Report logo Multi Branches
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
CRM multi currency, CRM pipeline currency, pipeline multi-currency, expected revenue currency conversion, expected revenue in foreign currency, expected revenue in company currency, company currency amount, foreign currency amount, automatic currency conversion, real-time currency conversion, daily exchange rate, rate of the day, exchange rate based conversion, lead currency, opportunity currency, customer currency, opportunity expected revenue currency, lead expected revenue currency, revenue forecasting multi-currency, sales forecast currency conversion, pipeline analysis expected revenue, forecast report multi-currency, pivot analysis expected revenue, CRM graph expected revenue, CRM charts expected revenue, expected revenue report, pipeline expected revenue consolidation, multi-currency revenue reporting, currency-aware pipeline reporting, company-wide revenue consolidation.
Notify responsible person on ideal leads on different stage for configurable period of time with custom message