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Tag Update in CRM
The Tag Update in CRM application streamlines the management of tags within the CRM module in Odoo. Designed to enhance productivity and organization, this app allows users to efficiently update and add tags to leads directly from both Kanban and List views.
Features
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Features
Easy Tag Management from CRM Views
This feature allows users to update or add tags directly in the CRM Kanban and List views. By simply selecting leads, users can apply tags to categorize or prioritize leads, making it easier to follow up and segment them based on specific criteria.
Flexible Tag Update Options
The module offers two modes for tag management: add or replace. Users can choose whether to add new tags to selected leads or replace existing tags with new ones. This flexibility ensures that the CRM data stays relevant and aligned with the latest organizational priorities.
Quick Access to Tag Updates via Actions
Beyond the main update interface, users can also update tags from the action menu in the CRM pipeline. This feature ensures that users have multiple ways to access and perform tag updates, making it highly adaptable to various workflows.
Screenshot
1.) Menu of Update CRM Tag
This menu provides the navigation path to the tag update feature within the CRM. Users can access it via CRM → Sales → Update CRM Tag. The clean layout makes it easy for users to find and interact with the tag update functionality.
Navigation : CRM → Sales → Update CRM Tag
2.) Update CRM Tags Pop-up View
The pop-up view enables users to either add or replace tags for selected leads. It’s a user-friendly interface that provides clear options, ensuring that tags are updated precisely as needed.
3.) CRM View After Tag Update
After applying tags, the CRM view reflects the updated tags in the lead details. This provides immediate feedback, allowing users to see the changes and ensuring that their data is up-to-date.
4.) Second Way to Update Tags (CRM List View)
In the CRM list view, users can update tags directly from the action menu, further enhancing the flexibility of the module. This alternative method ensures that users can update tags without needing to open any additional views, improving workflow efficiency.
User Guide
