Quick Edit Feature for CRM Leads from Kanban View
New Design Kanban View, New Style Kanban View, Web Responsive Kanban View, Advanced Kanban View, Design Card View, Style Card, Responsive Card, Advanced Card, Responsive CRM Kanban View, CRM KanbanView, Responsive CRM Card View, Advanced CRM CardView, Responsive Customer Kanban View, Customer KanbanView, Responsive Customer Card View, Advanced Customer CardView, Responsive Contact Kanban View, Advanced Contact KanbanView, Responsive Contact Card View, Advanced Contact CardView, Responsive Partner Kanban View, Advanced Partner KanbanView, Responsive Partner Card View, Advanced Partner CardView
Display the latest email message on CRM opportunities
This Module Creates a wizard to export CRM Leads/Opportunities to Excel with customizable date range and stage filters. The export includes comprehensive lead information in a well-formatted Excel file.
Show How Long Leads Have Been in Current Stage | Stale Deal Alert CRM | Odoo 19
CRM Auto Tagger | Automatic Lead Tagging by Keywords | Lead Classification Rules | Auto Tag Opportunities | CRM Automation | Pipeline Organization | Odoo 19
CRM Survey Management CRM User Surveys CRM Customer Feedback CRM Lead Customer Surveys CRM Pipeline Client Review CRM Opportunity Client Feedback CRM Survey Answer CRM Survey Questions CRM Opportunity Customer Review CRM Client Survey CRM Pipeline Survey
Monitor business performance using charts, graphs, pivots, aggregated and formulated data
CRM lead document attachment for lead document pipeline document lead attachment pipeline attachment CRM document CRM attachment for lead attachment for pipeline attachment for opportunity attachment opportunity document
odoo app manage document on CRM LEAD Pipeline Opportunity Add CRM document from the leads management CRM lead document management easy to manage CRM lead document to manage easy to check all CRM document quick access CRM lead document for quick access
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