Our Most Suggested Products
Quick Preview CRM Lead
The Quick Preview CRM Lead module for Odoo enhances the CRM experience by allowing users to quickly preview and edit lead details directly from the tree view. Instead of navigating away from the main list, users can now access a popup preview for each lead, streamlining workflow and boosting productivity.
Features
Screenshots
Support
Service
Features
Preview Lead from Tree View
users can open a lead in a popup view directly from the CRM tree view by simply clicking the Preview button. This eliminates the need for navigating to individual lead records, enabling users to view important lead details quickly without losing their place in the list.
Edit Lead from Popup
Once a lead is previewed, users can also edit the lead details right from the popup view. This functionality allows for immediate updates, ensuring that changes can be made without the extra steps of navigating to the full form view.
Kanban View Integration
The Quick Preview CRM Lead module is also integrated with the CRM Kanban view. Users can preview lead details directly from the Kanban cards, offering a seamless and intuitive way to interact with leads from various perspectives within the CRM interface.
Screenshot
1.) Preview Lead Button in Tree View
The functionality of the Preview Lead button in the tree view of the CRM. By clicking this button, users can quickly open a lead’s details in a popup without needing to navigate away from the main interface.
Navigation : CRM → Tree view
2.) Edit Lead in Popup View
the ability to edit lead details directly from the popup view. After clicking the Preview button, users are presented with a form that allows them to make changes on the spot, enhancing efficiency and ensuring that updates are instantly reflected.
Navigation : CRM → Lead Popup View
3.) Preview Lead Button in Kanban View
In the Kanban view, the Preview Lead button is clearly visible, allowing users to view lead details in a popup format.
Navigation : CRM → Lead Popup View
User Guide
