$ 8.40
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Technical Name |
print_crm_opportunity_activity
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The Print CRM Opportunity Activity module for Odoo empowers businesses to generate comprehensive PDF reports of their CRM opportunities and activities. By seamlessly integrating with the CRM module, this tool enhances sales workflows by providing printable summaries of leads, opportunities, and scheduled activities. This functionality is particularly beneficial for sales teams and managers who require offline access to detailed records for meetings, presentations, or client follow-ups.
Key Features
Generates PDF reports for CRM opportunities and associated activities.
Accessible from the 'My Pipeline' and 'Next Activities' menus.
Supports both list and form views for customized reporting.
Integrates seamlessly with Odoo's CRM and Calendar modules.
Offers a user-friendly interface for efficient report generation.
Benefits
Enhances sales team productivity by providing easy-to-read printed reports.
Improves client interactions with professional and detailed opportunity summaries.
Facilitates offline access to critical CRM data during meetings or travel.
Streamlines reporting processes, saving time and reducing manual effort.
Integrates smoothly with existing Odoo CRM workflows, ensuring consistency.
Compatibility & Technical Details
Technical Name: print_crm_opportunity_activity
License: Odoo Proprietary License v1.0
Required Modules: CRM, Calendar, Contacts, Discuss, Invoicing
Installation Steps: Install the module via the Odoo Apps interface; no additional configuration required.
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.