Create Project Issue from Leads Advance

by
Odoo

48.06

v 11.0 v 12.0 Third Party 3
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Project (project)
Sales (sale_management)
Invoicing (account)
Attendances (hr_attendance)
Employees (hr)
Community Apps Dependencies
Lines of code 1441
Technical Name bi_issue_from_lead_advance
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 17.0 12.0 14.0 13.0 15.0 16.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Project (project)
Sales (sale_management)
Invoicing (account)
Attendances (hr_attendance)
Employees (hr)
Community Apps Dependencies
Lines of code 1441
Technical Name bi_issue_from_lead_advance
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 17.0 12.0 14.0 13.0 15.0 16.0 11.0

Advance Create Project Issue from Lead Odoo App

Convert Issue from Opportunity/Pipeline - Advance with Email Thread

Generate Issue from CRM Lead with Advance Option Odoo Apps

Advance Create Issue from CRM Pipeline odoo app helps user to create project issue from leads/pipeline/Opportunity easily with single click. This feature is very useful for crm and project users to integrate crm lead with project issues. Using this module users can easily convert issue from lead which has multiple options such as create issue with email thread , create issue without email history , create issue and close lead.

Features

Create Issue from Lead

User can easily create issue from lead.

Creates Issue with Name and Description.

User can give name to issue, lead description also can change description.

Different Mail Option.

User can create issue with leads history or mail history.

Close Opportunity and Create Issue.

User can close opportunity and create new issue with mail history.

Create Project Issue Button

User can see "CREATE PROJECT ISSUE" button on lead form view.

Option.1 : Close Opportunity and Create Issue With History

User have to select "Close Opportunity and Create Issue With History" mail option if user wants to close opportunity.

User can also change issue name, assign to, or issue description.

User can see lead is archived.

Project Issue

User can see created project issue from lead with mail history in smart button.

Option.2 : Create New Issue Without Email History

User have to select "Create New Issue Without Email History" mail option.

User can see created issue from lead without mail history in smart button.

Option.3 : Create New Issue With Mail Threads

User have to select "Create New Issue With Mail Threads" mail option.

In this option all existing email will link to new created issue but message will not send.

User can see created issue from lead with mail threads in smart button.

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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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