CRM Pipeline / Opportunity with Requested Membership Information
Membership Integration with CRM Lead / Pipeline / Opportunity
CRM with Membership Information Odoo App
This app allows your CRM users to select membership requested by the customer on the membership product field and quantity field as shown.
- Allow your users to select a membership product and membership quantity on the CRM lead/pipeline form.
- The system also passes a membership of products and quantity from CRM to Quotation created by CRM (Odoo Standard Flow to Create Quotation Create).
- You can view a member using the smart button on the CRM form.