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
This helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing
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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 Qualification Matrix | Lead Scoring & Qualification Matrix (CRM)
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