Overview
Standard Odoo CRM forces every lead's revenue into the company currency and limits visibility to a single salesperson, which hurts teams that work international deals and collaborate on opportunities. This module lets each lead carry its own currency, automatically converting expected and recurring revenue back to company currency for accurate pipeline totals. It also adds an 'Allowed Users' list on leads and sale orders so multiple teammates can see and act on a record, and it pings each newly added user with a to-do activity to review the deal.
Key Features
- Sets a dedicated currency on every CRM lead, defaulting to the company currency.
- Captures expected, recurring, prorated, and monthly recurring revenue in the lead's own currency.
- Automatically converts expected and recurring revenue to company currency for consistent pipeline reporting.
- Shows both lead-currency and company-currency revenue on the lead form, list, and kanban views.
- Adds an 'Allowed Users' list on leads so several internal users can collaborate on the same opportunity.
- Adds the same 'Allowed Users' sharing on sale orders, including subscription orders.
- Schedules a 'Please Review' to-do activity for each user added to a lead or sale order.
- Extends CRM and Sales record rules so allowed users gain access alongside the assigned salesperson.
- Adds a one-click action to jump from a sale order to its linked CRM opportunity.