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
Create a project when converting lead into opportunity
As Tender or lead apply, you will need this module to list the vendors and results.
Assign partner and roles to your leads
CRM Lead Sale Link
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
Adds a URL field to leads and opportunities
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