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Odoo 12 - CRM
Document Management System
www.cybrosys.com
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.
Let’s see how it works..
Goto Pipeline: Select opportunity
A smart button will appear inside the opportunity
Create document -> Select the type -> Then attach the document -> save
The tree view will look like following image.
To attach multiple documents -> Create
Documents attached displayed on smart button.
For more information, Watch the video: CRM Attachment in Odoo
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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Odoo 12 - CRM Document Management System

  • 1. Odoo 12 - CRM Document Management System www.cybrosys.com
  • 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. Let’s see how it works.. Goto Pipeline: Select opportunity
  • 4. A smart button will appear inside the opportunity
  • 5. Create document -> Select the type -> Then attach the document -> save
  • 6. The tree view will look like following image. To attach multiple documents -> Create
  • 7. Documents attached displayed on smart button.
  • 8. For more information, Watch the video: CRM Attachment in Odoo
  • 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.