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Odoo 12 - CRM Document Management System

Many require documents or details to be attached for the identified leads. This odoo module allows you to attach any number of documents in the CRM leads.<br><br>

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Odoo 12 - CRM Document Management System

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  1. Odoo 12 - CRM Document Management System www.cybrosys.com

  2. INTRODUCTION ● Many requires documents or details to be attached for the identified leads. ● This module allows you attach any number of documents in the CRM leads. ● The attachment can be a file or any url. ● The uploaded documents can be viewed and downloaded later.

  3. Let’s see how it works.. Goto Pipeline: Select opportunity

  4. A smart button will appear inside the opportunity

  5. Create document -> Select the type -> Then attach the document -> save

  6. The tree view will look like following image. To attach multiple documents -> Create

  7. Documents attached displayed on smart button.

  8. For more information, Watch the video: CRM Attachment in Odoo

  9. Thank You ! Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030. SE1 1LB, United Kingdom Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, India - 682030. Cybrosys Technologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. CalicutKerala, India - 673635. Cybrosys Ltd Cybrosys Limited Alpha House, 100 Borough High Street, London, Greater London,

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