?unique=ad42123)
CRM and Sales Bundle
Customer Information Masking in Odoo
This application / module allows you to masking on some information like Phone No, Mobile no and Email On Contacts in odoo. Only assigned users with PIN will able to unmask or see the customers data. This helps organization in data leakage and maintain privacy of data in odoo.
Key Features:
- Hide Information facility On Phone,Mobile and Email
- Same PIN working on Phone,Mobile and Email
- All User Can Edit Phone,Mobile and Email Useing Update Button
- Admin User can set access right for access view contacts details on other users.
CRM Kanban Quick Edit in Odoo
Streamline your sales workflow with CRM Kanban Quick Edit in Odoo. Instantly update task details from the Kanban board for real-time collaboration and enhanced productivity. Keep your projects moving smoothly with this user-friendly feature!
Key Features:
- Kanban Quick Edit
- Card Quick Edit
- CRM Card Quick Edit
- CRM Kanban Quick Edit
Sales Quotation Approval in Odoo
Optimize your sales process with Odoo's Sales Quotation Approval feature. Effortlessly review and approve quotations to ensure quality and compliance. Customize workflows for faster turnaround and enhanced customer satisfaction.
Key Features:
- Define level of Sales approval
- Setting of approval workflow on Sales
- Managing history of Approved by
Round Robin Lead Assignment
Optimize your lead management with Round Robin Lead Assignment, which evenly distributes leads among your sales team. This ensures a balanced workload, enhances responsiveness, and boosts overall productivity.
Key Features:
- Robin Approach
- Sequential Assignment
- Time Saving Technology
- Assigning Workflow Automation
- Work Distribution