| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) |
| Technical Name |
crm_lead_partner_extension |
| License | OPL-1 |
| Website | https://tenderp.com/ |
Combine form for Opportunity
Adds editable fields of linked partner to lead's view
This module allows you to make an opportunity card more informative, expanding it with fields from the contact card. Also our module allows you to add an additional tab Business Canvas Model to the opportunity card with the Customer, filling in the fields of which will provide you with more complete information about the partner.
If the fields of the Business Canvas Model tab have already been filled in the contact card,this information will be automatically added to the opportunity card. This is additional information received by the sales rep at the first contact (see gif-file).
Advantage:
Our module allows you to make the opportunity card more informative for the sales rep processing the opportunity. This information will help him to make a more precise commercial offer to the customer and "shape" his portrait.
The manager will not have to move between the opportunity card and the contact card: everything will be displayed on one screen, that is all the necessary information will be stored in one place.
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