Sales Target and Achievements based on Salesperson's individual target
Partner First Name Last Name on partner add first name and last name in contacts and leads. When user enter first name and last name its reflect in main name of contacts and leads customer first name last name on customer first and last name on partner
CRM Lead Stages
Manage CRM based on CheckList and Team/Stage andApproval Process to Make Sure Everything Completed In Each Stage
This odoo app helps user to create project issue from crm lead.
Module To Assign Salesperson to multiple leads from wizard. CRM Lead Crm Lead Assign Salesperson Salesperson Assign Assign Salesperson Assign salesperson CRM Bulk assign leads CRM CRM salesperson assignment tool Mass lead reassignment CRM lead management Salesperson lead distribution CRM automation for sales team Lead assignment CRM CRM sales automation Sales team CRM Lead distribution system Reassign leads CRM CRM sales tools Best CRM tool to assign leads to salespeople Automatically assign leads to sales reps in CRM CRM for managing large sales teams Assigning leads to sales reps made easy How to balance lead workload in CRM Efficient sales rep lead management Manage high volume leads in CRM Distribute CRM leads to sales team members Enterprise lead assignment software CRM for distributed sales teams High-volume lead management CRM Inside sales CRM automation Real-time lead distribution Multi-user CRM with lead assignment Sales lead routing for B2B CRM Avoid manual lead assignment Prevent lead overload on sales reps Fix uneven sales lead distribution Simplify CRM lead routing Save time on CRM lead assignments Reduce CRM admin workload Improve CRM efficiency for sales managers
This module allows user to reload the CRM screen without refresh the webpage
Create purchase order form lead opportunity request for quotation pipeline to purchase order crm lead opportunity lead to purchase pipeline opportunity create rfq from lead and pipeline lead/pipeline product to rfq/po create request for quotation pipeline
Extends the vCard export with extra fields
The module introduces a user-friendly checkbox feature for easy categorization of records into customer and vendor segments, streamlining data management and enhancing user experience.
Mass update CRM pipeline stages CRM stage bulk update mass stage update for leads Modify stages for CRM leads One click CRM stage update batch stage modification Bulk update opportunities state CRM stage change Update multiple stages Change stages in bulk
auto create activity from lead generate activity from lead follow up from lead create activity from crm lead generate crm activity auto create lead to crm activity instant activity on lead website to crm activity website lead to crm activity
This module helps to restrict the delete option for CRM Leads and Opportunities
Allows multiple teams in crm stage
Define fixed probability on the stages
Integrate Microsoft Dynamics 365 CRM with Odoo
Powerful tool for managing Odoo Contact Partner Groups
Configure campaigns directly from the Sales menu in the CRM app
Allow create projects from lead/opportunity