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Project Task from CRM Opportunity/Lead

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Required Apps • CRM (crm)
• Project (project)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Technical Name crm_opportunity_task
License OPL-1
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Technical Name crm_opportunity_task
License OPL-1

Introduction:

The Project Task from CRM Opportunity/Lead module by Probuse Consulting Services Pvt. Ltd. integrates the CRM and Project modules in Odoo, allowing users to create project tasks directly from CRM opportunities, leads, or pipeline records. This seamless integration enhances workflow efficiency by linking sales activities with project execution.

Key Features:

  • Direct Task Creation: Create project tasks from CRM opportunity or lead forms with a single click.

  • Smart Button Integration: A smart button on the CRM form displays all related tasks, facilitating easy navigation.

  • Bidirectional Linking: Tasks created from CRM records include a reference to the originating opportunity or lead, and vice versa.

  • Customizable Task Details: Pre-fill task information such as title, description, and responsible user based on CRM data.

  • Streamlined Workflow: Enhances collaboration between sales and project teams by aligning CRM activities with project tasks.

Benefits:

  • Improved Efficiency: Reduces manual data entry by automating task creation from CRM records.

  • Enhanced Collaboration: Facilitates better communication between sales and project teams through linked records.

  • Better Tracking: Provides a clear view of tasks associated with specific opportunities or leads.

  • Increased Productivity: Streamlines the transition from sales to project execution, accelerating project initiation.

  • Customizable Workflow: Allows for customization of task creation to fit specific business processes.

Compatibility & Technical Details:

  • Technical Name: crm_opportunity_task

  • License: Odoo Proprietary License v1.0

  • Required Modules: CRM (crm), Project (project), Calendar (calendar), Contacts (contacts), Discuss (mail)

  • Installation: Upload the module to the Odoo addons directory and update the module list to install.

Create Project Task from CRM Opportunity / Lead / Pipeline

CRM Opportunity | Pipeline with Create Task Feature

CRM Pipeline / Lead Form with Create Task in Odoo

This app allows you to create project tasks from CRM Opportunity/Lead/Pipeline Form as shown in below screenshots.


Main Features:

  • Allow your CRM users to create a task from CRM Opportunity / Lead Form.
  • Smart Button of Task on CRM Opportunity/Lead Form to show all the tasks related to that CRM.
  • Reference field of Task on CRM Opportunity/Lead Form.
  • Reference field of CRM Opportunity/Lead on Task Form.
  • For more details please see the video and check below screenshots.

Edition Compatibility:


Enterprise Odoo.sh Community

My Pipeline Menu

Create Task Button on Pipeline Form

Create Task from CRM Pipeline/Lead Wizard

Open Created Task on Kanban View

Task Form View

Pass Reference of Lead/Pipeline on Task Form

Smart Button of Tasks on Pipeline Form

Open Kanban View of Tasks from Smart Button on Pipeline Form

Create Task Button on Lead Form

Create Task from CRM Pipeline/Lead Wizard

Pass Reference of Lead/Pipeline on Task Form

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

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • 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.