Julien Banken
e86f892a7b
PURPOSE Duplicate lead records are an issue for CRM users To prevent sales representatives from contacting a prospect that: - Already refused an offer from another sales - Already accepted an offer from another sales - Is already discussing with another sales The purpose of this task is to inform the CRM user that there are some possible duplicates for one lead and let the user decide how to handle the case. SPECIFICATION - Add a computed field to count the number of potential duplicates. - Add a stat button on the form view of a lead to display the number of potential duplicates. When the user clicks on it, the leads considered as duplicate will be displayed in a kanban view. - Add a lost ribbon on the kanban view to quickly visualize the lead state since the duplicates can be lost leads. LINKS Task ID : 2151017 closes odoo/odoo#61834 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
To learn the software, we recommend the Odoo eLearning, or Scale-up, the business game. Developers can start with the developer tutorials