| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 109 |
| Technical Name |
foss_crm_lead_stage_approval |
| License | See License tab |
| Website | https://www.fossinfotech.com |
| Versions | 17.0 16.0 14.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 109 |
| Technical Name |
foss_crm_lead_stage_approval |
| License | See License tab |
| Website | https://www.fossinfotech.com |
| Versions | 17.0 16.0 14.0 15.0 |
CRM Lead Stage Approval
This Module helps to complete a process with approval .Once they approve it then the Lead move from one stage to another.we can map next stage and previous stage for any leads.By rejection the lead will move to previous stage we mapped.
Highlights
Managing Leads
Approval on Leads helps to manage the CRM.
Stages
Fulfillment progress is shown on kanban and form views for instant overview..
Approvals
Leads could be process after the fully utilized approval by Manager.
Multicompany
It Works for Multicompany Architecture
Advantages
- One of the major advantages of approval process is the superwise the activities.
- Rejection helps to stop leads move in wrong stages.
- It works for Multicompany Architecture.
- Setting up a CRM Lead stage approval help to manage Lead and the flow is not disrupted.
- It allows you to view how the Leads moves through one stage to another.
Benefits
- The Next stage and previous stage are selected in configration.
- It will display the Approval if is approval required in stage is clicked.
- When Rejecting the Lead due to some reason the lead will move to previous stage we mapped.
- Leads could be processed after the approval by Managers.
- Warning will raise if approve or reject clicked by user.
Go To - > CRM - > Configration -> Stages and select the stage.
By clicking Is approval required ,next stage and previous stage field will be displayed.
Map the next stage and previous stage in the field.
Approve and reject button will display in lead form.
By changing approval user to admin you can click approve and reject button
Clicking on Approved button, the current stage will be moved to next stage you maped.
Clicking on Reject button, the current stage will be moved to previous stage you maped.
If you are user then you cannot approve or reject the warning will be pop up.
You cannot move to previous stage once approved, warning will be pop up.
Yes, the app works perfectly well with Odoo Enterprise as well as Odoo Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
You can contact us to request a customization in the app or you can write to us at sales@fossinfotech.com
Yes. Who has the ability to cancel the request depends on the request type.
Edits can be made by the Users But the specific approval fields that can be edited only by managers.
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.
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