1-Min Read Lead Approval/Rejection States The Lead Approval/Rejection States module enhances the lead qualification process in Odoo CRM by introducing approval workflows and classification capabilities at the lead creation stage. Key Features... CRM Silverdale Apps
1-Min Read SME Pipeline Stage Change History One of the most valuable insights for sales managers and CRM users is understanding how opportunities flow through the pipeline — who moved them, when, and in what sequence. Odoo’s standard CRM lacks ... CRM Silverdale Apps
1-Min Read Lead Interaction Tracker The Lead Interaction Tracker feature enhances Odoo’s CRM module by introducing a simple yet powerful tracking mechanism for lead follow-ups. It helps sales managers and teams keep visibility on engage... CRM Silverdale Apps
1-Min Read Create Lead From Mailing List Contact In many business workflows, marketing campaigns generate interest that later needs to be tracked through CRM. The Create Lead from Mailing List Contact feature enhances this process by allowing a sale... CRM Silverdale Apps
1-Min Read CRM Record Search Duplicate records can clutter CRM, leading to inefficiencies and confusion. The CRM Record Search module streamlines lead management by enabling a centralized duplicate check before new records are cr... CRM Odoo Silverdale Apps
1-Min Read Opportunity Type Mapper Effective sales tracking requires proper categorization of opportunities. The Opportunity Type Mapper feature introduces a dedicated Opportunity Type dropdown field on Opportunities and Sales Orders/Q... CRM Sales Silverdale Apps
1-Min Read RingCentral Integration Effective communication is critical for sales and customer relationship management. The RingCentral Integration for Odoo enhances business productivity by automating call and SMS tracking, enabling cl... CRM EDI Sales Silverdale Apps
1-Min Read Auto Remove Followers The Auto Remove Followers module enhances Odoo's follower management by automatically removing archived users as followers from all related records. This feature ensures that outdated or irrelevant as... CRM Security Silverdale Apps Timesheets
2-Min Read Mastering Monthly Sales Reports in Odoo In the fast-paced world of sales, having accurate and timely reports is crucial for making informed decisions and optimizing your business operations. Odoo, with its powerful reporting tools, offers a... CRM Odoo ERP Sales
1-Min Read Why Founder-Led Marketing Is Key To Building Stronger CEO Relationships At Silverdale, we’ve embraced founder-led marketing for one simple reason: CEOs want to hear from other CEOs . In today’s business landscape, relationships matter more than ever, and there’s something... CRM Sales
1-Min Read Convert Ticket to Opportunity (F1841) Helpdesk interactions can often lead to potential sales opportunities, but identifying and managing these transitions can be challenging. The Convert Helpdesk Ticket to Opportunity feature simplifies ... CRM Silverdale Apps
1-Min Read Level of Efforts (F1898) Managing customer relationships often requires a clear understanding of the effort needed to handle opportunities. The Level of Efforts feature allows businesses to assess and track the amount of work... CRM Silverdale Apps