This module distributes leads equally between salespersons
CRM Auto Lost Lead Automatic Lost Lead CRM Lead Automation Odoo CRM Lost Lead Auto Stage Change CRM Inactive Lead Management Sales Pipeline Automation CRM Scheduled Action Lead Aging Automation CRM Cleanup Tool
Automates email notifications for CRM opportunities and leads
Calificación BANT (Budget, Authority, Need, Timing) en oportunidades con selección 0/50/100 y badge en Kanban.
CRM Checklist, Checklist Template, Checklist Points
CRM Claim Product SAT
CRM client visit management, client visit tracking software, employee attendance management system, field staff visit tracking, sales visit management CRM, customer visit reporting system, employee field attendance app, CRM visit scheduling software, client meeting tracking CRM, sales representative visit tracking, mobile CRM visit management, employee GPS attendance tracking, on-site visit attendance system, CRM activity visit management, sales force visit monitoring, customer visit history CRM, employee visit check-in check-out, field employee attendance tracker, CRM customer visit planner, sales visit attendance management, client visit approval workflow, CRM visit reporting dashboard, employee location-based attendance, field visit management system, CRM visit follow-up tracking, client visit log management, sales visit productivity tracking, employee visit timesheet system, CRM client interaction tracking, mobile employee attendance CRM, field sales attendance solution, customer visit scheduling tool, CRM visit performance analytics, employee visit route tracking, sales visit automation software, CRM client engagement tracking, employee visit compliance tracking, field visit attendance reporting, CRM visit activity automation, customer visit workflow management, employee attendance for field work, CRM sales visit planner, client visit expense tracking, employee visit approval system, CRM visit lifecycle management, sales visit KPI tracking, customer visit documentation system, employee field visit management, CRM visit management platform
Enables following competitor's activity
Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign
View mail activity on CRM Lead
Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM
Allows users in the 'Sales / Manager' group to add additional fields to the partner form
CRM custom fields Add custom fields in CRM Add custom fields in lead custom fields dynamic custom fields Customize CRM fields custom field manager user defined fields field customization opportunity custom fields pipeline custom fields global custom field studio Add Custom Fields in Lead Opportunity crm extra fields lead extra fields opportunity extra fields
Add custom lost reasons to CRM leads and opportunities
Confirm before creating customer from CRM pipeline