$ 5.02
| Required Apps |
•
CRM (crm)
• Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Website (website) |
| Technical Name |
unique_sequence_crm_opportunity
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The Odoo Unique Sequence for CRM Opportunities module allows businesses to assign a unique identifier to every CRM lead or opportunity. This ensures organized sales processes, easy tracking of opportunities, and transparency for customers through the portal.
Key Features
Automatic Sequence Generation: Generate a unique sequence number for each lead or opportunity upon creation.
Visible Across Views: Sequence numbers appear in form, list, kanban, calendar, pivot, graph, and activity views.
Customer Portal Display: Show opportunity sequence numbers on the portal’s list and form views.
Consistent Prefix: Use a common prefix for leads and opportunities to maintain sequence uniformity.
Benefits
Enhanced Organization: Easily identify and track CRM records with unique identifiers.
Improved Transparency: Customers can view their opportunity numbers in the portal.
Streamlined Sales Management: Simplifies monitoring and follow-ups across stages.
Compatibility & Technical Details
Odoo Version: Compatible with Odoo.
Required Modules: CRM, Invoicing, Calendar, Contacts, Discuss, Website.
License: Odoo Proprietary License v1.0.
Installation: Installable through the Odoo Apps interface.
Support: Contact the module provider directly for technical assistance.
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.