Lead/Opportunity Customer Recognition
by Viindoo
Demo video: Lead/Opportunity Customer Recognition
What it does
Problems
- Customers come from many different sources;
- Losing time in entering leads/opportunities data of existing customers;
- Data consuming, software overload due to many duplicate customer information.
This feature will help you in automatically recognizing customers in leads/opportunities to
- Optimizing the sales process;
- Shorten the time when creating a lead/opportunity for existing customers;
- Avoiding duplicating customer information data;
- Supporting to identify, manage and take care of loyal customers.
Key Features
- Automatically recognize customers on leads/opportunities based on contact information such as email, phone number, mobile phone after creating a new one;
- Just click on the "Recognize customer" button on the lead/opportunity form, users can quickly re-identify existing customer information.
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Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_crm_customer_recognition.
- Press Install.
Benefits of using this module
- Quickly fill in the customer's information.
- Shorten the time to create new opportunities for old customers.
- Avoid duplicating the customer data.
How it work
Instruction video: Lead/Opportunity Customer Recognition
Step 1: Create a new lead/opportunity in CRM and enter the information you have (email, phone number or mobile phone number).
Step 2: Click on the Recognize Customer button and the remaining information of the customer will appear on this opportunity.
Note:
- The customer information must already be saved in the system's contact.
- When your fast-create a new opportunity from the Pipeline, the customer information will be auto-recognized without having to press the Recognize Customer button.
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.
