Appointment to Opportunity
by Viindoo
| Lines of Code | 560 |
| Technical name | viin_appointment_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_appointment_crm |
| Read description for | v 15.0 v 16.0 v 18.0 v 19.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Appointments Viindoo Base |
| Extensions | Appointment Opportunity to Quotation |
An opportunity for every appointment of a type
Types flagged Create Opportunity create a CRM opportunity when the appointment is created; appointments and types count and open their opportunities, and Schedule Meeting from an opportunity keeps the link.
Appointment to Opportunity (technical name viin_appointment_crm) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales.
At a Glance
The facts of Appointment to Opportunity, version 1.0.0, in one place. Published by Viindoo.
How It Works
Tick Create Opportunity on the type.
Appointment
Opportunity button.
Opportunity
Appointment and type.
Type
Create Opportunity.
Opportunities
All of them.
What You Get
Opportunity created with the appointment
Counts on type and appointment
Link from the lead
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Merge in CRM if needed.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Appointment to Opportunity?
Sales
Every consultation is a deal in the pipeline.
Frequently Asked Questions
What does Appointment to Opportunity do?
Types flagged Create Opportunity create a CRM opportunity when the appointment is created; appointments and types count and open their opportunities, and Schedule Meeting from an opportunity keeps the link.
What does Appointment to Opportunity not do?
One opportunity per appointment. Merge in CRM if needed.
Who is Appointment to Opportunity for?
Sales: Every consultation is a deal in the pipeline.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_appointment, crm. Odoo installs them with it.
How do I set it up?
Tick Create Opportunity on the type.
What works well with it?
Appointments (viin_appointment): Required. Appointment - Sales - CRM (viin_appointment_sale_crm): Quotation on the opportunity.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_appointment_crm; pre-sales questions go to sales@viindoo.com.
See Appointment to Opportunity in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_appointment.appointment_appointment_action
Need help with Appointment to Opportunity?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps..
- Search with keyword viin_appointment_crm.
- Press Install.
Usage
Video guide: Appointment to Opportunity
1. Activate the feature
When creating an opportunity from an appointment, you need to activate the Appointment to Opportunity feature in the Settings section. Then, on the Appointment type interface, you check the Create Opportunity option.
For more configuration details, you can refer to Integrate Appointments with CRM.
2. Create an opportunity from an appointment
Customers access the Appointment menu outside the Website and make an appointment with an employee. Refer to: Customers book consultation appointments from the website.
The customer service employee checks the appointment in the system. At this point, the software will automatically create an opportunity for the appointment. Click on the Opportunities field at the top left to switch to the opportunity interface.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.