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Appointment to Opportunity
by Viindoo
| Technical name | viin_appointment_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/viin_appointment_crm |
| Read description for | v 15.0 v 17.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Appointments Viindoo Base |
| Extensions | Appointment Opportunity to Quotation |
What it does
Configure to allow automatic opportunity creation from appointment on appointment type.
Key Features
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps..
- Search with keyword viin_appointment_crm.
- Press Install.
Usage
Video guide: Appointment to Opportunity
1. Activate the feature
When creating an opportunity from an appointment, you need to activate the Appointment to Opportunity feature in the Settings section. Then, on the Appointment type interface, you check the Create Opportunity option.
For more configuration details, you can refer to Integrate Appointments with CRM.
2. Create an opportunity from an appointment
Customers access the Appointment menu outside the Website and make an appointment with an employee. Refer to: Customers book consultation appointments from the website.
The customer service employee checks the appointment in the system. At this point, the software will automatically create an opportunity for the appointment. Click on the Opportunities field at the top left to switch to the opportunity interface.
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).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.