$ 11.23
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Technical Name |
sh_crm_state_info
|
| License | OPL-1 |
| Technical Name |
sh_crm_state_info
|
| License | OPL-1 |
Introduction
The CRM Stage Change History module for Odoo enhances your customer relationship management by providing detailed logs of stage transitions within the sales pipeline. Developed by Softhealer Technologies, this module captures each change in the CRM stage, including the user who made the change and the timestamp, offering a comprehensive view of the sales process. This feature is particularly beneficial for businesses seeking to maintain a transparent and accountable sales workflow, ensuring that all stage movements are tracked and auditable.
Key Features
Detailed Stage Transition Logs: Automatically records each change in CRM stage, capturing user and timestamp information.
Enhanced Sales Pipeline Transparency: Provides a clear audit trail of all stage transitions within the sales process.
User Accountability: Identifies which user made each stage change, promoting responsibility and transparency.
Timestamp Tracking: Logs the exact time and date of each stage transition for precise tracking.
Integration with Odoo CRM: Seamlessly integrates with the existing Odoo CRM module for a unified experience.
Comprehensive Reporting: Offers detailed reports on stage transitions for analysis and decision-making.
Improved Workflow Management: Helps in identifying bottlenecks and inefficiencies within the sales pipeline.
Customizable Logging: Allows customization of which stage changes to log based on business needs.
Real-Time Updates: Provides real-time tracking of stage transitions as they occur.
User-Friendly Interface: Features an intuitive interface for easy access to stage change history.
Benefits
Enhanced Sales Process Visibility: Gain a clear understanding of the progression of opportunities through the sales pipeline.
Improved Accountability: Track who made each stage change, fostering responsibility among sales team members.
Data-Driven Decision Making: Utilize detailed logs to analyze sales trends and make informed decisions.
Efficient Workflow Optimization: Identify and address bottlenecks in the sales process for improved efficiency.
Compliance and Auditing: Maintain a comprehensive record of stage transitions for compliance and auditing purposes.
Enhanced Reporting Capabilities: Generate detailed reports on stage transitions for performance analysis.
Customization Flexibility: Tailor the logging of stage changes to fit specific business requirements.
Seamless Integration: Integrate effortlessly with the existing Odoo CRM module without disrupting current workflows.
Real-Time Monitoring: Monitor stage transitions in real-time for up-to-date insights.
User-Friendly Access: Access stage change history through an intuitive and easy-to-navigate interface.
Compatibility & Technical Details
Required Apps: CRM (crm), Calendar (calendar), Contacts (contacts), Discuss (mail)
Technical Name: sh_crm_state_info
License: Odoo Proprietary License v1.0 (OPL-1)
Installation: Install via Odoo Apps interface; configure settings under CRM > Stage Change History.
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.