Odoo Apps Store

Set Hierarchy like sales person & Team leader: Restrict Team Leader of a sales team to access the lead & sales order of other team members, but he can access the data of all the members on his own team.

3 Level Hierarchy in sales team: Restrict Team Leader to access the data of sales person, who is not in his team.

Teknovative Solution

$ 98.65

Set Hirerchy like sales person, Team leader & General Manager : Allow General Manager of a sales team to access the lead & sales order of the multiple teams managed by him, but he can access the data of all the members on his own team.

4 Level Hierarchy in sales team: Restrict General Manager to access data of other team members not under them

Teknovative Solution

$ 191.82

Dynamically assign lead to concerned sales team & sales person by product, city, state, country, source etc.

Auto Assign lead to concerned sales team & sales person

Teknovative Solution

$ 75.63

To Set auto email followup, set Email Template on each stage master, so on change of lead stage, it will automatically send this email to customer.

Auto send Email on each stage change of lead

Teknovative Solution

$ 31.79

1

Auto set any user as a follower in each lead, and also set the process you want to track

Auto set manager as a follower in each lead

Teknovative Solution

$ 16.44

Bulk Assign leads to concerned sales person and sales team from treeview

Bulk Assign lead to sales person

Teknovative Solution

$ 20.83

Bulk Add or Replace tags in the contact from list view

Bulk assign Tag in contact

Teknovative Solution

$ 27.40

To integrate CRM with your website or any other software to pass the inquiry

Create lead by Push Integration

Teknovative Solution

$ 31.79

Track any stage of the CRM module, so you can get the report of the lead passed from a particular stage even if that lead is not in that stage currently.(Ex. Report of demo done in this month by salesperson.)