Overview
This module extends the integration between CRM and Sales in the system, improving the ability to manage sales orders from business opportunities.
Key features
Automatically fill the "Origin" (origin) field in the sales order with the name of the opportunity (crm.lead) when creating a sales order from CRM.
Support searching sale order by opportunity name.
Display the sales order name with the opportunity name, in the format: <Sales Order Code> - <Opportunity Name>.
Example: SO0001 - Opportunity ABC.
Benefits
- More effective sales order management: Easily trace sales orders by business opportunities, support tracking and evaluating sales performance.
- Speed up the sales process: Sales staff can easily find related orders without manual checking.
- Improve reporting and analysis: Sales data linked to opportunities helps businesses analyze better the conversion ratio from opportunities to sales orders.
Who should use this module
- B2B companies with a long sales process: Need to closely track the process from opportunities to sales orders.
- Companies with a large sales team: Support sales staff to find and manage orders easier.
- Companies interested in analyzing sales data: Improve the ability to report and evaluate the performance from CRM to Sales.
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