Required Apps |
•
crm
• sale • sale_crm • website_sale |
Technical Name | crm_quote_cancel_onlost_knk |
License | OPL-1 |
Also available in version | v 13.0 v 15.0 |
CRM Quotation Cancel On Lost
CRM Quotation Cancel On Lost Using this module User can lost opportunity from CRM Opportunity/Pipeline when this opportunity's quotation is in draft state.
Key Features of CRM Quotation Cancel On Lost
- Efficient way to manage CRM Opportunity/Pipeline and Quotation.
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Added Module
yes, You can use this functionality for serial numbers.
Yes, our app works with Odoo Enterprise as well as Community.
- CRM Opportunity, Quotation is in draft state.
- Here quotation can be created straight from the lead window.
- Click on the NEW QUOTATION button. You will be depicted with a quotation generation window.
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- Here, Quotation is in draft state.
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- When the Opportunity is lost, you can press on the Lost button. Then you will be followed by a popup window where you can mention the reason for losing this opportunity.
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- After clicking on submit button, Quotation state is convert into cancelled state.
- And this opportunity is remove from CRM Opportunity/Pipeline.
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- Here in CRM opportunity, quotation is in confirmed state.
- When the Opportunity is lost, you can press on the Lost button and then click on submit button.
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- After clicking on submit button, redirect to this quotation which is already in confirmed state.
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