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The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
Follow the French vigilance duty for your subcontractors in Dolibarr: collect URSSAF certificates and registration proofs, track expiry dates, send automatic reminders, let suppliers upload on a portal, get warnings on purchases and export proof files. Optional document analysis with your own Mistral AI key.
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Based on csv files, you can import, update or delete iems in your Dolibarr installation. Works for : Third parties, Contacts, Products, Stocks, Supplier prices, Actions. csv templates files and user manual included
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Module version: 1.1.5
Publisher/Licence: Tiaris Jean Heimburger / AGPL
User interface language: English, French, Spanish, German
Help/Support: 2 month free garantie, Documentation andl csv model files included, support http://support.tiaris.eu
Prerequisites:
Install:
unzip modulefile.zip