Lead/Opportunity Customer Recognition
by Viindoo
A new lead matched to an existing contact by e-mail or phone
Leads created without a customer are matched on e-mail, phone and mobile against contacts, and a Recognize Customer action does the same on demand.
Lead/Opportunity Customer Recognition (technical name viin_crm_customer_recognition) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sdr, sales manager.
At a Glance
The facts of Lead/Opportunity Customer Recognition, version 0.1.0, in one place. Published by Viindoo.
How It Works
Install; create a lead with a known e-mail.
The lead
Recognized as Nicole Ford at creation.
Recognized
Henry Jordan matched by e-mail.
The contact
The e-mail that matched.
What You Get
Match on e-mail, phone, mobile at creation
Recognize Customer action
Extensible criteria
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
The pipeline
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.
Different casing or format does not match.
Recognize on demand.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Lead/Opportunity Customer Recognition?
SDR
Web leads land on the right account.
Sales manager
Fewer duplicate contacts.
Frequently Asked Questions
What does Lead/Opportunity Customer Recognition do?
Leads created without a customer are matched on e-mail, phone and mobile against contacts, and a Recognize Customer action does the same on demand.
What does Lead/Opportunity Customer Recognition not do?
Exact match only. Different casing or format does not match. Leads with a partner are left alone. Recognize on demand.
Who is Lead/Opportunity Customer Recognition for?
SDR: Web leads land on the right account. Sales manager: Fewer duplicate contacts.
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: crm. Odoo installs them with it.
How do I set it up?
Install; create a lead with a known e-mail.
What works well with it?
CRM Business Nature (viin_crm_business_nature): Profile from the recognized customer.
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_crm_customer_recognition; pre-sales questions go to sales@viindoo.com.
See Lead/Opportunity Customer Recognition in Action
Live demo: v17demo-int.viindoo.com/web#action=crm.crm_lead_action_pipeline
Need help with Lead/Opportunity Customer Recognition?
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
0.1.0 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword viin_crm_customer_recognition.
- Press Install.
Benefits of using this module
- Quickly fill in the customer's information.
- Shorten the time to create new opportunities for old customers.
- Avoid duplicating the customer data.
How it work
Instruction video: Lead/Opportunity Customer Recognition
Step 1: Create a new lead/opportunity in CRM and enter the information you have (email, phone number or mobile phone number).
Step 2: Click on the Recognize Customer button and the remaining information of the customer will appear on this opportunity.
Note:
- The customer information must already be saved in the system's contact.
- When your fast-create a new opportunity from the Pipeline, the customer information will be auto-recognized without having to press the Recognize Customer button.
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.