CRM Leads Import from Excel File

CRM Lead / Pipeline Import from Excel File

Import CRM Leads in Odoo

This module allows you to import Leads / Pipeline from excel file.

Main Features:

• Allow you to Import Leads/Pipeline from excel file
• Make sure you have xlrd Python module installed.
• See below fields list which are allowed in import file.
• Sample Excel is available inside the module.

Menus:

• CRM
  • CRM/Import
    • CRM/Import/Import Leads/Pipeline

Following fields list which can be imported in Lead.

• Name : Name of Leads/Pipeline.
• Customer : Name of Customer.
• Company Name : Partner name.
• City : City name.
• Country : Country name.
• State : State name.
• Website : Website.
• Salesperson : Salesperson name.
• Sales Team : Sales Team name.
• Contact Name : Contact name.
• Email : Email Address.
• Job Position : Job Position.
• Phone : Phone Number.
• Mobile : Customer Mobile Number Enter In Mobile Field.
• Tags : Tags Like Product , Information etc…
• Internal Notes : Description of Leads/Pipeline.
• Campaign : Campaign Like Sale , Christmas Special etc…
• Medium : Medium Like Email , Phone etc…
• Source : Source Like Facebook , Twitter etc…
• Referred By : A Person Come With Which Person Reference Is Enter In Referred By.
• Probability : Probability.

Sample Excel is available inside module.