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CRM Lead Document
The CRM Lead Document module streamlines the management of documents associated with CRM leads in Odoo. It allows users and managers to easily attach, view, and manage files directly from the CRM pipeline.
Features
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Features
Add Documents Directly from CRM Pipeline
Users can attach relevant documents to leads through a dedicated Add Document button in the CRM pipeline view. This feature simplifies the workflow by eliminating the need to navigate away from the pipeline, ensuring that all lead-related documentation is consolidated in one place.
Pop-Up Document Upload Interface
The module provides a user-friendly pop-up interface for uploading files. From this intuitive interface, users can select and attach multiple documents to a lead without disrupting their workflow.
Smart Button for Quick Document Access
A smart button in the CRM pipeline allows users to instantly access all documents attached to a lead. This feature provides a centralized view of all relevant files, facilitating faster decision-making and collaboration.
Screenshot
1.) CRM Pipeline View
The pipeline view includes an Add Document button, making it simple to attach documents relevant to each lead.
2.) Add Document Pop-Up
The pop-up interface enables easy file uploads. Users can browse and attach multiple documents to a lead in one step, streamlining the process of maintaining comprehensive lead records without leaving the CRM view.
Navigation : CRM → Sales → Pipeline → ADD DOCUMENT
3.) Smart Button Access
A smart button in the pipeline gives instant access to all attached documents. Users can review or manage files efficiently, keeping all lead-related information consolidated and easily accessible.
4.) Attachments Overview
This view presents all documents associated with a lead in an organized manner. Teams can quickly locate and reference files, improving collaboration and ensuring that critical lead information is never overlooked.
User Guide
