In a CRM system, implementing a Kanban view based on due dates allows for visualizing and managing tasks or deals according to their deadlines.
This module lets you set Sales Terms & Conditions directly from the Sales module, not from Invoicing.It helps sales teams define their own rules like offers, returns, or delivery terms.These terms appear on the Sale Order screen and PDF, and are shared with customers automatically.
The scheduled action will be created; and it will check automatically (CRM/Lead), which is not updated in the past 2 days (e.g., New Lead or Oppurtunity has been created in the past 2 days, but no activities followed for those entries.) by sales persons and specific Lead/Oppurtunities’ entries information with Excel report attachment through an email to the sales management.
This module improves your lead management process in Odoo by automatically assigning leads, calculating lead scores, and integrating WhatsApp communication. It helps your sales team prioritize high-quality leads and respond faster.
It is used to alert users when the required information is missing in sales and purchase forms.
The "Sales Return Validation" feature enables users to set a specific timeframe during which product returns are allowed. Users can define the number of days from the date of sale that a return can be accepted. If a customer requests a return after this period has passed, the system automatically blocks the return, ensuring that returns are only processed within the allowed timeframe. This helps businesses manage their return policies efficiently and ensures compliance with company rules regarding returns.