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Odoo 12 - CRM Document Management System

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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.

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Odoo 12 - CRM Document Management System

  1. 1. Odoo 12 - CRM Document Management System www.cybrosys.com
  2. 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. 3. Let’s see how it works.. Goto Pipeline: Select opportunity
  4. 4. A smart button will appear inside the opportunity
  5. 5. Create document -> Select the type -> Then attach the document -> save
  6. 6. The tree view will look like following image. To attach multiple documents -> Create
  7. 7. Documents attached displayed on smart button.
  8. 8. For more information, Watch the video: CRM Attachment in Odoo
  9. 9. 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, Kerala, India-682030. Cybrosys Technologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635. Cybrosys Ltd Cybrosys Limited Alpha House, 100 Borough High Street, London, Greater London, SE1 1LB, United Kingdom Thank You ! Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, India - 682030.

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