$ 16.81
| Required Apps |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Technical Name |
crm_opportunity_task
|
| License | OPL-1 |
| Technical Name |
crm_opportunity_task
|
| License | OPL-1 |
Introduction:
The Project Task from CRM Opportunity/Lead module by Probuse Consulting Services Pvt. Ltd. integrates the CRM and Project modules in Odoo, allowing users to create project tasks directly from CRM opportunities, leads, or pipeline records. This seamless integration enhances workflow efficiency by linking sales activities with project execution.
Key Features:
Direct Task Creation: Create project tasks from CRM opportunity or lead forms with a single click.
Smart Button Integration: A smart button on the CRM form displays all related tasks, facilitating easy navigation.
Bidirectional Linking: Tasks created from CRM records include a reference to the originating opportunity or lead, and vice versa.
Customizable Task Details: Pre-fill task information such as title, description, and responsible user based on CRM data.
Streamlined Workflow: Enhances collaboration between sales and project teams by aligning CRM activities with project tasks.
Benefits:
Improved Efficiency: Reduces manual data entry by automating task creation from CRM records.
Enhanced Collaboration: Facilitates better communication between sales and project teams through linked records.
Better Tracking: Provides a clear view of tasks associated with specific opportunities or leads.
Increased Productivity: Streamlines the transition from sales to project execution, accelerating project initiation.
Customizable Workflow: Allows for customization of task creation to fit specific business processes.
Compatibility & Technical Details:
Technical Name: crm_opportunity_task
License: Odoo Proprietary License v1.0
Required Modules: CRM (crm), Project (project), Calendar (calendar), Contacts (contacts), Discuss (mail)
Installation: Upload the module to the Odoo addons directory and update the module list to install.
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.