CRM | Odoo Apps Store

This module provides functionality for managing sales visits within the Odoo ERP system. It allows users to track visits to customers, manage sales orders associated with those visits, and schedule future visits based on predefined intervals.

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

Identify the activity is an ideal state for how long and notify configurable responsible when state move to another.

Activity Analysis

Jupical Technologies Pvt. Ltd.

$ 55.91

You can define a set of rules for sale order discount approval. The rule can apply on Product, Product Category, Customer and Order. Discount Management

Advance Sale Discount Approval

Sonny Huynh

$ 136.93

Analytic Account in CRM (Lead/Activity/Pipline), Add Analytic Account in Lead, Add Analytic Account in Activity, Add Analytic Account in Pipline, Add Analytic Account in Opportunity, Set Analytic Account in Lead, Set Analytic Account in Activity, Set Analytic Account in Pipline, Set Analytic Account in Opportunity, Analytic Account in Lead, Analytic Account in Activity, Analytic Account in Pipline, Analytic Account in Opportunity, CRM, Lead, Opportunity, Pipeline, Activity, Analytic, Analytic Account, groupby Analytic, group by analytic, filter Ananlytic, filterby analytic account, CRM to Quotation, Pass Analytic account to Quotation, Add Analytic account to CRM and pass to quotation, Add Analytic account to Lead and pass to quotation, Add Analytic account to Opportunity and pass to quotation, Add Analytic account to Pipeline and pass to quotation, Add Analytic account to Activity and pass to quotation Set Analytic account to CRM and pass to quotation, Set Analytic account to Lead and pass to quotation, Set Analytic account to Opportunity and pass to quotation, Set Analytic account to Pipeline and pass to quotation, Set Analytic account to Activity and pass to quotation, Pass Analytic account from CRM to quotation, Pass Analytic account from Lead to quotation, Pass Analytic account from Opportunity to quotation, Pass Analytic account from Pipeline to quotation, Pass Analytic account from Activity to quotation