Contact Dynamic Qualification

Easily manage your data by differentiating the qualified and unqualified partners

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STORY BEHIND THE FEATURES

ODOO BEHAVIOUR

Odoo does not make any difference between qualified and unqualified partner.

CLUEDOO BEHAVIOUR

CLuedoo proposes a suite of qualification modules in order to make following action:

you can Qualify a partner (fal_partner_qualification) based on your own definition about required fields to be qualified (fal_dynamic_qualification), then you can decide to restrict the access to some feature (sales order [fal_sale_approval_qualifed_partner], purchase order[fal_purchase_approval_qualifed_partner],, invoice [fal_invoice_qualifed_partner],) only to qualified partner in order to be sure that you correct information before any commitment.

MODULE +

Thanks to this module, you easily split the prospect database - usually with partial information about the 3rd parties - from the partner database with who you have contracts, order, transaction and payment which requires much more accurate and detailed info. Moreover, you have the flexibility to define what is mandatory and to define what is the level of restriction you want to put with this notion of qualified partner.

CLUEDOO RECOMMENDATION

- Installation: recommended for all the companies with more than 10 users within the 6 months after GoLive.

- Recommendation / Best practice: at the beginning, do not put too many mandatory fields in order to avoid to lock the users. Step by step, add more required fields - based on your needs - in order to improve the quality of your partner database.

OUR FEATURES AS SOLUTION

Mandatory Field for Qualification

HOW TO USE THIS MODULE ?

Dependencies

Partner Qualification

1

Go to Settings →User →Companies → Companies. On company form view (YourCompany), you can set Mandatory Qualification Fields. Here we set Phone and Email as mandatory

2

ABC Company is a contact from YourCompany.

3

And when you click SET QUALIFIED. It will show the wizard where you can fill the information to qualify the partner. Email and Phone field are mandatory

4

In case the company is not set on the partner. We also provide Mandatory Qualification Fields option on contact configuration panel.

5

So if the contact does not belong to a company, the mandatory qualification fields are based on what we set on contact config panel.

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