Helpdesk CRM Integration
by Viindoo
| Technical name | viin_helpdesk_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_helpdesk_crm |
| Read description for | v 13.0 v 14.0 v 16.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Helpdesk |
What it does
This module integrates the Helpdesk and the CRM apps to optimize the customer relationship management process.
Key Features
- From the Lead/Opportunity view, you can create Support Tickets.
- Convert Lead/Opportunity into Ticket.
- From a ticket, you can select the Lead/opportunity or create a new one to attach to the ticket.
- Add the Lead/Opportunity filter into Tickets Report to list the ticket that has been attached to a lead/opportunity.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_helpdesk_crm.
- Press Install.
How to use
Instruction video: Helpdesk CRM Integration
1. Create and manage Support Ticket on the Lead/Opportunity view.
On the Lead/Opportunity view, you can create the support ticket by pressing the Create Ticket button.
After creating the support ticket, the system will show the number of support tickets relating to this lead/opportunity on the Ticket button.
2. Convert Lead/Opportunity into Support Ticket.
On the Lead/Opportunity view, press the Convert to Ticket button. Afterward, the lead/opportunity will be auto-archived.
3. Create and manage Lead/Opportunity on the Support Ticket view.
On the Ticket view, show the Lead/Opportunity field. You can select an existing lead/opportunity or create a new one.
Fill in the similar information as when you create support ticket, press Save to finish.
4. Add the Lead/Opportunity filter to the Tickets Report.
Navigate to Helpdesk > Reporting > Tickets Report, select the Lead/Opportunity filter to see the related tickets.
You can refer to the Steps to integrate other application with CRM article.
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).
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