CRM Lead / Pipeline Import from Excel File
Import CRM Leads in Odoo
This module allows you to import Leads / Pipeline from excel file.
Main Features:
- Allow you to Import Leads/Pipeline from excel file
- Make sure you have xlrd Python module installed.
- See below fields list which are allowed in import file.
- Sample Excel is available inside the module.
Menus:
- CRM
- CRM/Import
- CRM/Import/Import Leads/Pipeline
Following fields list which can be imported in Lead.
Name : Name of Leads/Pipeline.
Customer : Name of Customer.
Company Name : Partner name.
City : City name.
Country : Country name.
State : State name.
Website : Website.
Salesperson : Salesperson name.
Sales Team : Sales Team name.
Contact Name : Contact name.
Email : Email Address.
Job Position : Job Position.
Phone : Phone Number.
Mobile : Customer Mobile Number Enter In Mobile Field.
Tags : Tags Like Product , Information etc...
Internal Notes : Description of Leads/Pipeline.
Campaign : Campaign Like Sale , Christmas Special etc...
Medium : Medium Like Email , Phone etc...
Source : Source Like Facebook , Twitter etc...
Referred By : A Person Come With Which Person Reference Is Enter In Referred By.
Probability : Probability.
Sample Excel is available inside module.