Custom Fields Odoo Custom Fields on CRM Lead Custom Field Odoo Apps
Added Smart button on lead view that will take you to attached documents of the record.
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Restricts lead editing in Odoo's CRM module based on assigned stages to ensure data integrity. Users can only edit leads within their allowed stages, preventing unauthorized modifications. Enhances lead management control and accuracy.
Lead Import Export to Excel
Odoo app allows to send notification email to the customer when lead is created for the customer, Customer Lead notification, Crm Lead notification, Create Lead notification, CRM Lead Create, Create customer lead notification, customer lead notification, lead verify, lead notification
odoo app allow Portal user can see thair CRM Lead into portal website,lead portal, portal user leads, lead website, my account leads, view lead from website, portal user lead access, my lead user, customer lead, customer lead website, customer lead portal user website, lead view, own lead
odoo app allow to create quick Lead from kanban, lead quick create, lead kanban create, lead quick edit, lead quick create kanban, lead quick kanban edit, lead create quick
The "Lead Sale Cancel Reason" module analyzes reasons for sales or lead cancellations. It tracks and documents these reasons to improve sales processes. By understanding why cancellations occur, businesses can make informed decisions to enhance sales efficiency. It offers insights into trends, aiding in the optimization of sales strategies. Crm lost reason | Sale Cancel Reason | Lead lost reason | Cancel Reason
Automation for CRM Automation lead automation automatically stage change for lead lead stage become open when email reply assign lead stage automatically lead stage auto change Lead Auto Stage Assigned CRM auto stage assigned auto pipeline stages change
Lead Stages
Enhances the lead form view in Odoo's CRM module by adding the "Create User" field, allowing users to easily identify the creator of a lead. Improves lead tracking and ownership analysis for effective lead management. Implements a security rule to restrict lead access to the creator and assigned users, ensuring data privacy and security.
Sales order follower access sales team access for sales team access on sale order access add all to follower auto add sales team auto add followers crm lead follower access only CRM team access to pipeline sale team access for pipeline follower access
Lead/Opportunity Archive
Automatic customer recognition for Lead/Opportunity
Add Sales Team To Followers Module, Sales Team Access Lead, Sales Team Access Sale Order, Sale Team Access Quotation, Followers Access Quotation App, Followers Access Lead,Manage Sales Team,Sales Team Permission,CRM Access Odoo
Product Lead To Quotation, Convert Pipeline Product To Quote App, Lead Products To Sale Order Module, Automatic Add Lead Product To Quotes, Lead Product In SO, Lead Product To Quotation Odoo
Lead To Purchase Order Opportunity to purchase order Lead To Request For Quotation Pipeline To Purchase Order Lead Products To PO Lead to po Lead To RFQ Opportunity To RFQ Lead Product In RFQ Opportunity To PO Odoo
CRM Stage Change History Pipeline Stage Change History Lead Stage Change History Opportunity Stage Change History on CRM lead stage change history on pipeline