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CRM Lead Workflow Approval

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Required Apps • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies oi_web_selection_field_dynamic
oi_workflow
oi_base
oi_base_cache
oi_web_selection_tags
Technical Name oi_workflow_crm_lead
License OPL-1
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Technical Name oi_workflow_crm_lead
License OPL-1

CRM Lead Workflows Approval

"Streamline Lead Management Process"

This module helps companies streamline their lead management process.

Description

Improving your workflow is ideal for increasing your business revenue and sales. So, this module has been added to give an effective solution to manage potential customers and the sale process.

An approved workflow is a process that requires the consent of one or more authorized individuals before a particular action can be taken. In the context of CRM, an approval workflow is a series of automated steps that require approval from one or more authorized individuals before moving goods to the next stage in the sales process.

Views

  • This module includes three powerful views for efficient data management and inherits to following views:

        • Tree

        • Search

        • Form

        • Kanban

Key Features

  • Ability to track consent record.

  • Fully integrated with Odoo applications.

  • Ability to define approval criteria, designate escorts and prepare notices for approvals.

Demonstration

Overview

How It Works

FAQs

  • Is it compatible with Odoo Enterprise?

    • Yes, it works with both Odoo Enterprise and Community.

  • Provided support?

    • We provide free support for 60 days if a customer reports an issue through our support channels and recognize that the problem arises due to our Odoo Apps. Please refer to the support terms and conditions carefully: www.open-inside.com/support-policy

Support

  • We provide support for any issues/bugs related to the application for 60 days from the purchase date. To create a support ticket, you can email [email protected] or submit a ticket via the Odoo store itself.

    Note: Please try to be as concise as possible if you report a bug. A best practice would be to provide a video presenting your issue (you can use Screencastify [ www.screencastify.com] to this end).

    For more information about our support Terms and Conditions , please see the " Support Policy [https://www.open-inside.com/support-policy] " page on our website.

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Odoo Proprietary License v1.0
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