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
Display the latest email message on CRM opportunities
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.
CRM Survey Management CRM User Surveys CRM Customer Feedback CRM Lead Customer Surveys CRM Pipeline Client Review CRM Opportunity Client Feedback CRM Survey Answer CRM Survey Questions CRM Opportunity Customer Review CRM Client Survey CRM Pipeline Survey
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.
The CRM Lead Expiry Date Odoo app allows users to set and manage expiry dates inside CRM leads. This helps sales teams track the validity of opportunities, prioritize leads before they expire, and improve follow-up efficiency. With clear expiry tracking, businesses can avoid missed opportunities and maintain better control over their sales pipeline. Odoo CRM Lead Expiry Date Set Expiry Date for Leads Odoo Odoo CRM Opportunity Expiration, Lead Validity Management Odoo, Odoo CRM Lead Deadline Tracking, Expiry Date in CRM Pipeline Odoo, Odoo Sales Lead Management, Track Expiring Leads in Odoo, Odoo CRM Opportunity Validity, Odoo CRM Lead Expiration Module How to set expiry dates for CRM leads in Odoo? Can Odoo track the validity of sales opportunities? How to manage expiring leads in the Odoo CRM pipeline? Does Odoo support expiry date reminders for leads? How to avoid missed opportunities using expiry dates in Odoo CRM? Can I filter or sort leads by expiry date in Odoo? How does setting an expiry date improve CRM efficiency in Odoo? Can Odoo automatically close expired leads? How to configure lead validity duration in Odoo CRM? What are the benefits of tracking lead expiry in Odoo?
Adds geolocation to CRM leads
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, Aplicación CRM Lead Lifetime Odoo, SunCart CRM Lead Lifetime Aplicación Odoo, CRM Lead Lifetime Aplicación Odoo India, Gestión de experiencia del cliente Aplicaciones Odoo
Assign multiple users to a CRM lead/opportunity and auto-add them as followers.
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
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
Per-stage time-in-stage analytics on CRM leads. Pivot by salesperson × stage, 'stuck deals' smart filter, no per-rule setup.
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
CRM Lead Workflow Approval, CRM, Workflow, Approval, Stages, Customer Relationship Management, Sales, Sales Funnel, Leads
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