Demo video: Helpdesk CRM Integration
What it does
This module integrates the Helpdesk and the CRM apps to optimize the customer relationship management process.
Key Features
- From the Lead/Opportunity view, you can create Support Tickets.
- Convert Lead/Opportunity into Ticket.
- From a ticket, you can select the Lead/opportunity or create a new one to attach to the ticket.
- Add the Lead/Opportunity filter into Tickets Report to list the ticket that has been attached to a lead/opportunity.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_helpdesk_crm.
- Press Install.
How to use
Instruction video: Helpdesk CRM Integration
1. Create and manage Support Ticket on the Lead/Opportunity view.
On the Lead/Opportunity view, you can create the support ticket by pressing the Create Ticket button.
After creating the support ticket, the system will show the number of support tickets relating to this lead/opportunity on the Ticket button.
2. Convert Lead/Opportunity into Support Ticket.
On the Lead/Opportunity view, press the Convert to Ticket button. Afterward, the lead/opportunity will be auto-archived.
3. Create and manage Lead/Opportunity on the Support Ticket view.
On the Ticket view, show the Lead/Opportunity field. You can select an existing lead/opportunity or create a new one.
Fill in the similar information as when you create support ticket, press Save to finish.
4. Add the Lead/Opportunity filter to the Tickets Report.
Navigate to Helpdesk > Reporting > Tickets Report, select the Lead/Opportunity filter to see the related tickets.
You can refer to the Steps to integrate other application with CRM article.
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.
Thông báo bản quyền và chấp thuận nêu trên buộc phải được bao gồm trong tất cả các bản sao hoặc các phần quan trọng của Phần mềm.
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.