Manage CRM With Helpdesk
If your company provides prepaid support services, meaning that the authorized user accepts responsibility for payment of the charges for use of the company's service. You can do that with this module. This module allows your helpdesk team to generate an lead/opportunity directly from the helpdesk ticket vice versa they can generate a helpdesk ticket from the lead/opportunity. It helps to provide resulting in faster responses to your customer needs. You can easily manage products in tickets and display products in the ticket PDF report.
Hot Features
Features
- Easy to create lead/opportunity from the helpdesk ticket.
- Easy to create helpdesk ticket from the lead/opportunity.
- We provide a separate security group to manage helpdesk ticket to lead/opportunity & lead/opportunity to helpdesk ticket operations.
- You can filter tickets lead/opportunity wise & lead/opportunity ticket wise.
- You can manage products in tickets as well you can display products in the ticket PDF report.
Tick security group "CRM Helpdesk Ticket" to generate lead/opportunity directly from the helpdesk ticket as well generate a helpdesk ticket from the lead/opportunity.
"Helpdesk Ticket" form view, press the "Create Lead" button to create lead directly from the helpdesk ticket.
After that one wizard opens, fill the details then press the "Save" button.
Now, from the ticket, you can see generated leads of that ticket using the "Leads" smart button.
So, from that leads, you can see tickets of that lead using the "Tickets" smart button.
"Helpdesk Ticket" form view, press the "Create Opportunity" button to create an opportunity directly from the helpdesk ticket.
After that one wizard opens, fill the details then press the "Save" button.
Now, from the ticket, you can see generated opportunities of that ticket using the "Opportunities" smart button.
So, from that opportunities, you can see tickets of that opportunity using the "Tickets" smart button.
You can create a helpdesk ticket from the lead/opportunity using the "Create Ticket" button.
After that one wizard opens, fill the details and save it.
"Helpdesk Ticket" created.
You can see tickets of that lead/opportunity using the "Ticket" smart button.
It opens tickets Kanban view.
Created ticket form view looks like this.
You can filter tickets lead/opportunity wise.
You can filter lead/opportunity ticket wise.
Manage Products
Goto user config setting, Enable 'Manage Products'.
You can select products for each ticket.
Ticket PDF report with the products.
Version 15.0.1 | Released on : 10 October 2021
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
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No, Our helpdesk app works independently. The standard helpdesk app and our helpdesk app together not works!
Here is the link where you can purchase our helpdesk enterprise app.
Helpdesk Enterprise
- Yes, This app is compatible with Odoo's Multi-Company Feature.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.