This module will help users to track the history of lead stage changes within their pipeline.
Mail when changing stage
Automated Email Notifications Based on CRM Stages
Evo CRM Stage Notification,The administrator has the ability to configure number of days email templates within the CRM.The administrator will have the capability to configure stage-specific email templates and set the due number of days for notifications.
Cross-team grouping by common stage meaning for CRM leads/opportunities
Manage role responsibilities for CRM stages
Add type in the lead and opportunity stages
Filter/Track pipelines by Stages on Smart Buttons
Customer CRM Survey to print answer and sent survey to customer on lead and pipeline lead survey pipeline survey lead survey answear lead print survey
Add interests to CRM leads and prospects
Show CRM lead/opportunity tags in calendar view, Odoo Calendar Configuration, Odoo Web Calendar Configuration, Odoo Calendar Events Odoo Calendar Meetings, Odoo Events, Odoo Meetings, Calendar Detail, Calendar Details, Calendar Description, Calendar Event Details, Calendar Event Description, Calendar Meeting Detail, Calendar Meeting Details, Calendar Meeting Description, Customer Relationship Management, CRM Details in Meeting, CRM Information in Meeting, CRM Info in Meeting, CRM Details in Calendar, CRM Information in Calendar, CRM Info in Calendar, CRM Lead Details in Meeting, CRM Lead Information in Meeting, CRM Lead Info in Meeting, CRM Lead Details in Calendar, CRM Lead Information in Calendar, CRM Lead Info in Calendar, CRM Opportunity Details in Meeting, CRM Opportunity Information in Meeting, CRM Lead Opportunity in Meeting, CRM Opportunity Details in Calendar, CRM Opportunity Information in Calendar, CRM Lead Opportunity in Calendar, CRM Lead Tags in Meeting, CRM Lead Tags in Calendar, CRM Opportunity Tags in Meeting, CRM Opportunity Tags in Calendar
Adds a partner to sales team
This module changes the CRM root menu to open Team Pipeline Dashboard
Auto-assign CRM teams to partners based on ZIP code patterns
CRM Timesheet & CRM Timer on lead. Timesheet is booked in a (CRM) project task.
Add Timesheet on CRM Opportunity timesheet crm timesheet timesheet on lead timesheet on Opportunity timesheet on pipeline timesheet pipeline crm timesheet lead timesheet employee timesheet on lead timesheet on crm opportunity
-Dynamic field mapping in Odoo between CRM and Sales modules involves synchronizing data between the two modules, ensuring that specific fields in the CRM module are automatically updated or transferred to corresponding fields in the Sales module. This can be particularly useful for maintaining data consistency and streamlining workflows. Identify the fields in the CRM module that you want to map to the Sales module. Determine the corresponding fields in the Sales module.Custom Field Mapping,Dynamic Data Mapping,Dynamic Model Mapping,Model Field Mapping,Dynamic Attribute Mapping,Flexible Field Mapping,Customizable Data Mapping - Field Mapping from Helpdesk to Return Field Mapping From sales to delivery Field mapping from sales to invoice field mapping from crm to rental field mapping from helpdesk ticket to task - field mapping from helpdesk to repair field mapping from purchase order to vendor bill - Dynamic Field Mapping from CRM to SO - When someone quotation from CRM at that time if some values need to pass into quotation then this feature will useful. field mapping from sale to purchase, field mapping from sales to delivery,field mapping from purchase to receipt field mapping from helpdesk ticket to repair,field mapping from helpdesk ticket to project task field mapping from helpdesk ticket to refund invoice,field mapping from helpdesk ticket to return order field mapping from crm to rental,field mapping from sales to project task field mapping from purchase to vendor bill,field mapping from crm to sales Custom Field Mapping,Dynamic Data Mapping,Dynamic Model Mapping,Model Field Mapping,Dynamic Attribute Mapping,Flexible Field Mapping,Customizable Data Mapping
Track all lead fields for changes