APPS
CRM Leads Import from Excel File 17.0

CRM Leads Import from Excel File

$ 13.75 $ 13.75

v 17.0 0

Technical name	crm_lead_import_excel
License	LGPL-3
Website	https://www.probuse.com

Description
License

CRM Lead / Pipeline Import from Excel File

Import CRM Leads in Odoo

This module allows you to import Leads / Pipeline from excel file.

Main Features:

Allow you to Import Leads/Pipeline from excel file
Make sure you have xlrd Python module installed.
See below fields list which are allowed in import file.
Sample Excel is available inside the module.
For more details please watch the video and see the screenshots below.

Menus:

CRM/Import

CRM/Import/Import Leads/Pipeline

Following fields list which can be imported in Lead.

Name : Name of Leads/Pipeline.

Customer : Name of Customer.

Company Name : Partner name.

City : City name.

Country : Country name.

State : State name.

Website : Website.

Salesperson : Salesperson name.

Sales Team : Sales Team name.

Contact Name : Contact name.

Email : Email Address.

Job Position : Job Position.

Phone : Phone Number.

Mobile : Customer Mobile Number Enter In Mobile Field.

Tags : Tags Like Product , Information etc...

Internal Notes : Description of Leads/Pipeline.

Campaign : Campaign Like Sale , Christmas Special etc...

Medium : Medium Like Email , Phone etc...

Source : Source Like Facebook , Twitter etc...

Referred By : A Person Come With Which Person Reference Is Enter In Referred By.

Probability : Probability.

Sample Excel is available inside module.

Edition Compatibility:

Enterprise Odoo.sh Community

Sample Excel File for Import Leads

Import Menu

Wizard for Import Lead from Excel

Imported Leads in List View

Leads Form View

Sample Excel File for Import Pipeline

Wizard for Import Pipeline from Excel

Imported Pipeline in List View

Pipeline Form View

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

Odoo Implementation

Odoo Support

Odoo Customization

Odoo Migration

Odoo Training

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