Create a CRM Lead from a Task with Advanced Features in Odoo Applications.
Custom Fields Odoo Custom Fields on CRM Lead Custom Field Odoo Apps
Stay on top of your sales pipeline with automated reminders. This module sends alerts when a lead reaches its deadline. Users receive both scheduled activities and email notifications. User can configure alerts based on specific stages and customizable days in settings. 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? Boost your CRM efficiency with Lead Deadline Alert for Odoo a powerful module that automates lead follow-up reminders sends deadline notifications and enhances sales pipeline management. Perfect for businesses using Odoo CRM this app enables stage-based alerts customizable lead delay settings and automated email and activity scheduling. Stay ahead with smart lead tracking sales alerts and follow-up automation. Ideal keywords include lead alert Odoo CRM module lead deadline notification sales follow-up tool automated lead reminders CRM lead tracker Odoo sales automation lead stage alert Odoo lead deadline follow-up scheduler sales pipeline alert Odoo lead management. auto generate leads automatict generate crm lead deadline alert CRM Lead Expiry | CRM Lead Expiration | CRM Lead Validity | CRM Lead Deadline lead reminder tool lead deadline remind
Added Smart button on lead view that will take you to attached documents of the record.
lead edit restriction, lead stage restriction, lead editing control, lead stage permissions, restrict lead editing, CRM lead restriction, sales lead edit control, lead stage security, lead update restriction, restrict editing by stage, CRM lead edit rights, sales process lead control, lead stage lock, lead data protection, restrict lead changes, CRM stage permissions, sales stage restriction, CRM lead lock, lead workflow restriction, lead stage edit block, lead edit permission by stage, sales lead restriction tool, restrict sales lead update, lead edit lock, lead stage-based security, sales process restriction, CRM lead edit management, lead data restriction by stage, restrict lead changes by stage, sales lead lifecycle control, lead stage compliance, CRM stage-based restriction, lead update lock, lead process security, restrict editing on closed leads, lead edit rights management, CRM stage control system, sales pipeline restriction, lead stage edit rules, lead editing compliance control, stage wise restriction. restriction via stage, restriction by stage, lead access by stages
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
Easily monitor your CRM leads with a dynamic progress bar that updates automatically based on the lead’s stage. Enhance sales visibility, performance tracking, and forecasting.Compute lead progress based on lead stage percentage Lead Progress Based on Stage Odoo CRM Lead Progress Odoo Lead Stage Progress Odoo Lead Progress Bar Odoo Opportunity Progress Tracker Odoo CRM Stage Progress Odoo Sales Lead Progress Odoo CRM Progress Indicator Odoo Lead Pipeline Visualization Odoo Lead Conversion Progress Odoo CRM Stage Percentage Odoo Sales Stage Tracker Odoo Lead Stage Tracking Odoo Lead Percentage Bar Odoo CRM Workflow Progress Odoo CRM Stage Probability Odoo Sales Opportunity Progress Odoo CRM Pipeline Progress Odoo Lead Tracking Tool Odoo Sales Lead Monitoring Odoo CRM Progress Automation Odoo CRM Stage Visualization Odoo Sales CRM Performance Odoo Opportunity Stage Progress Odoo Sales Funnel Progress Odoo CRM Stage Mapping Odoo CRM Progress Dashboard Odoo Sales Tracking Automation Odoo Lead Progress Management Odoo CRM Deal Progress Odoo Opportunity Probability Tracking Odoo CRM Pipeline Enhancement Odoo CRM Lead Stage Tool Odoo CRM Lead Progress Module Odoo CRM Analytics Tool Odoo Sales Performance Tracker Automatic Progress Updates Dynamic Progress Bar on CRM Opportunities stage based progress stages based lead progress lead progress based on stage
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
lead unique sequence, odoo lead sequence, auto-generated lead seq, unique lead odoo, lead numbering odoo, CRM lead numbering, odoo lead auto number, lead sequence generator, custom lead sequence, odoo unique lead code, odoo lead record sequence, lead numbering system odoo, CRM unique , odoo CRM auto sequence, lead auto assignment odoo, odoo lead code formatter, auto assign lead code, configurable lead sequence, CRM reference number, odoo custom lead numbering, unique CRM lead number, lead automation, odoo CRM unique , lead data consistency odoo, CRM workflow unique sequence, odoo sequential CRM lead, odoo lead auto labeling, lead record control, standardized lead numbering, odoo lead data integrity, unique code for CRM leads, odoo CRM numbering module, lead numbering best practices, CRM reference generator, sequential numbering for leads, odoo lead sequence rules, CRM tracking enhancement, odoo unique record sequence, odoo auto lead label, CRM module enhancement sequence
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