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.
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.
Gestion par base de données relationnelles des adresses de vos contacts localisé en Algérie
This Odoo App helps default commands to access crm by voice command module.
Change default payment mode when there's a writeoff value
Identify the activity is an ideal state for how long and notify configurable responsible when state move to another.
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
Enhanced crm
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
Dynamically assign lead to concerned sales team & sales person by product, city, state, country, source etc.
Automatically copy recipients into the emails Odoo sends. This module allows you to define a list of email addresses added as Cc or Bcc when Odoo sends an email.
Auto move Lead to offer Stage after 1st quotation
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 set any user as a follower in each lead, and also set the process you want to track
Auto unique Number/Sequence In CRM Opportunity
Automatically generate unique Company IDs for contacts.
Automatic Checkout for Employee Attendance in Odoo automatically records employee log-outs at the end of shifts or after periods of inactivity. It simplifies attendance tracking by ensuring accurate records, updating in real-time, and accommodating both in-office and remote employees.
Odoo automates lead nurturing for improved sales efficiency.
Automatically move CRM leads to won stage when quotation is confirmed