Merge Multi Leads

by
Odoo

$ 19.00

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 430
Technical Name ts_merge_multi_records
LicenseAGPL-3
Websitehttps://technians.com/
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 430
Technical Name ts_merge_multi_records
LicenseAGPL-3
Websitehttps://technians.com/
logo
Community Enterprise

Merge Multiple Records.

"This app facilitates the merging of lead records through a straightforward two-step process, making it easy with just a few clicks."

Click on the CRM button

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Click on leads button to open leads records

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Select the leads record and click on actions

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Click on merge records button

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Select the one options of the merge type

CLICK ON KEEP ONE REMOVE OTHERS

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All the selected leads appear on the screen

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Click on leads to keep and select the leads record

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Click on merge record

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A new lead is generated

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Select the leads and click on actions

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Select merge records

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In merge type click on custom combination

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A wizard opens click on custom combination

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Select the records accordingly and then click on the merge records

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New Lead is generated

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Features

CRM Lead Merge

Keep one remove other merge

Custom Combination merge
Why Technians

We excel in crafting customized Odoo solutions to meet the unique needs of our clients. Our developers work closely with businesses to understand their requirements and develop modules, applications, and workflows that seamlessly integrate with the Odoo framework. Our team has the expertise to ensure a smooth and efficient integration process.We focus on enhancing functionality and optimizing performance. . Our agency offers comprehensive training sessions and consultations to empower your team with the knowledge and skills needed to leverage Odoo's full potential.

Need Help?

Got questions or need help? Get in touch.

support@technians.com

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