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Hi Guys
I am hoping you can assist. I am running Odoo 15 enterprise. I have a field sales team that I require to log calls after meeting with customers. the Odoo CRM app obviously does not work for this as this is a existing company and they are doing their standard call cycle seeing their customers.
Is there a app that Odoo have that allows field sales staff to log the calls made? I have been unable to find anything
Creating a completed "Phone Call" Activity directly on the Customer record?
You could create a separate 'sales team' for your field sales team and assign team members. This would also allow for having stages specific to their team.
CRM > Sales > Teams
Or
CRM > Configuration > Sales Teams
Each field visit could be an opportunity tracked to closure. (visit completed)
Hi,
Please check the below module.
https://apps.odoo.com/apps/modules/14.0/crm_phonecall/
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Thanks Everyone, The apps suggested were not correct so i used Studio and created our own app to allow for Call logging