CRM - Customer Business Nature
by Viindoo
| Lines of Code | 79 |
| Technical name | viin_crm_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_crm_business_nature |
| Read description for | v 15.0 v 16.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Partner - Business Nature |
| Extensions | Website Partner Business Nature |
Demo video: CRM - Business Nature
Description
Integrated into the CRM application, this module adds detailed fields in CRM. Hence, it is easier to sort and search for partners and customer companies. Besides, staff can easily capture customer portraits and exploit reasonable needs.
Key Features
- Add business profile fields (e.g. Industry, Business Type, Ownership Type, etc.) to CRM Leads.
- Includes a wizard to sync these fields from partners to existing leads.
- This module is the foundation for business profiling in CRM and requires viin_crm_business_nature_patch1 to activate synchronization.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_crm_business_nature.
- Press Install.
Instruction
Instruction video: CRM - Business Nature
1. Manage Business Type and Employee Size on the Leads/Opportunities form view
When a lead is assigned to you, you will qualify and add more information related to this customer. Especially partner as a company, the CRM software supports you add information about Business Type and Employee Size. This will help users to have a better understanding of the customer profile.
After qualifying, company information will be automatically transferred from lead to opportunity. Also, the new contact for this company will be created with the filled information from the lead.
2. Analysis by Business Type and Employee Size
On each lead/opportunity view, the CRM software provides a filter/group by criteria Business Type and Employee Size to help users analyze the leads/opportunities by each selected criteria.
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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