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Portal CRM
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Currently, in odoo, you can't manage the CRM at the portal. You can create a new lead/opportunity at the portal. In this module, you can convert a lead into the opportunity at the portal. You can edit/update created lead/opportunity. Using this module you can see all lead/opportunity details from the website portal. You can sort by, filter & group by the lead/opportunity using the provided custom list. Using a search bar you can search all details easily. You can communicate using chatter with each other. All changes automatically saved in the backend.
Features
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- You can manage the CRM at the portal.
- You can create a new lead/opportunity at the portal.
- You can convert a lead into the opportunity at the portal.
- You can edit/update created lead/opportunity.
- You can see all lead/opportunity details from the website portal.
- Easy to sort by, filter & group by the lead/opportunity using the provided custom list.
- Using a search bar you can search all details.
- You can communicate using chatter with each other.
- Website portal changes automatically saved in the backend.
Go to users, select user type 'Portal'.
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Now login from that user and go to 'My Account'. Click on 'Customer Leads'.
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You can sort by, filter & group by the lead using the provided custom list.
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You can sort by lead using the newest and name.
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You can filter the lead using the provided custom filter list.
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You can group by the lead using the provided custom list.
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You can create a new lead using the 'Create New' button.
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After that one wizard opens fill the details.
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Fill details and press the 'Create lead' button.
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If the lead field is empty then it shows an alert.
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Now press the 'Create lead' button.
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Created lead view in the website looks like below.
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Created lead tree view in the backend looks like below.
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Created lead form view in the backend looks like below.
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Now we convert a lead into the opportunity using the 'Convert To Opportunity' button.
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If we link to an existing customer then it will display that customer and press the 'Create Opportunity' button.
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You can create a new customer as well and press the 'Create Opportunity' button.
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You can also choose that do not link to a customer and press the 'Create Opportunity' button.
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You can edit/update created a lead/opportunity from the 'Edit' button, here you can see the stage of that.
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Fill or update details and press the 'Confirm' button.
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Updated lead/opportunity form view.
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Now we change the stage 'New' to 'Qualified'.
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The stage changed also from the backend.
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Form view of that lead, you can edit also from backend.
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In my account(portal) go to 'Customer Opportunity'.
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You can sort by opportunity using the provided custom list.
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You can filter the opportunity using the provided custom filter list.
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You can group by the opportunity using the provided custom list, You can create a new opportunity using the 'Create New' button.
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After that one wizard opens fill the details.
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Fill details and press the 'Create opportunity' button.
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Version 18.0.1 | Released on : 30th October 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at [email protected] to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.