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CRM Phone Calls

Project description

License: AGPL-3

CRM phone calls

  • This module allows to manage phone calls in order to analyze them.

Usage

To use this module, you need to:

  1. Go to Sales > Phone Calls > Logged Calls > Create.

  2. If your user has Show Scheduled Calls Menu permission, you will see scheduled calls menu too.

  3. In any moment you can schedule another call, schedule a meeting or convert call contact to opportunity.

  4. Calls can be categorized and you can manage categories in Sales > Configuration > Leads & Opportunities > Phone Calls > Categories.

  5. Calls can be analyzed in Sales > Reports > Phone Calls Analysis.

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Know issues / Roadmap

  • Simplify the function schedule_another_phonecall returning always a recordset

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback.

Credits

Contributors

Maintainer

Odoo Community Association

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

To contribute to this module, please visit https://odoo-community.org.

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