Wedoo | Split leadby Wedoo © https://www.wedoo.tech/
• Sales (sale_management)
• Invoicing (account)
|Lines of code||194|
|Also available in version||v 11.0 v 12.0 v 13.0|
This module added a new feature: when an opportunity is won, we can now add lines based on the participation percentages of the sellers who participated in it.
Once the lead reaches 100%, it shows a new tab where we can add those who participated in it, setting the percentage every seller got.
Splitting correctly the lead
If the sum of the percentages from the splitted lines doesn't add 100%, it will show a note, and if we try to save the form it will raise an error, notifying the sum error.
How much has been invoiced of the opportunity
Every time an invoice is created from a sales order related to an opportunity, the expected revenue field will be updated, showing the max amount invoiced.
Split lead report
This module also adds a report for the leads which have splitted lines. This report can be found in CRM/Reporting/Split Lead
Please log in to comment on this module
- The author can leave a single reply to each comment.
- This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
- If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.