$ 8.40
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Technical Name |
print_crm_opportunity_activity
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The Print CRM Opportunity Activity module for Odoo empowers businesses to generate comprehensive PDF reports of their CRM opportunities and activities. By seamlessly integrating with the CRM module, this tool enhances sales workflows by providing printable summaries of leads, opportunities, and scheduled activities. This functionality is particularly beneficial for sales teams and managers who require offline access to detailed records for meetings, presentations, or client follow-ups.
Key Features
Generates PDF reports for CRM opportunities and associated activities.
Accessible from the 'My Pipeline' and 'Next Activities' menus.
Supports both list and form views for customized reporting.
Integrates seamlessly with Odoo's CRM and Calendar modules.
Offers a user-friendly interface for efficient report generation.
Benefits
Enhances sales team productivity by providing easy-to-read printed reports.
Improves client interactions with professional and detailed opportunity summaries.
Facilitates offline access to critical CRM data during meetings or travel.
Streamlines reporting processes, saving time and reducing manual effort.
Integrates smoothly with existing Odoo CRM workflows, ensuring consistency.
Compatibility & Technical Details
Technical Name: print_crm_opportunity_activity
License: Odoo Proprietary License v1.0
Required Modules: CRM, Calendar, Contacts, Discuss, Invoicing
Installation Steps: Install the module via the Odoo Apps interface; no additional configuration required.
Odoo Print CRM Lead and Opportunity Pipeline
Print Lead / Print Opportunity / Pipelines in Odoo CRM
This module allows users to print CRM Lead and My Pipeline in pdf format. Report is available on My Pipeline and Leads menu.
Main Features:
- This module will allow you to print CRM Lead and My Pipeline Activity Report in pdf format.
- You can print the My Pipeline report in list view and form view.
- You can print the Leads report in list view and form view.
- For more details please watch the video and check below screenshots.
Edition Compatibility:
Enterprise Odoo.sh Community
CRM Menu
My Pipeline Menu
Pipeline List View
Pipeline Form View
Activity Report Sample
Leads Menu
Leads List View
Leads Form View
Leads Report Sample
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email:
[email protected]
Website:
www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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Odoo Implementation
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Odoo Support
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Odoo Customization
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Odoo Migration
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Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.