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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.
A copy button at the end of the reference of your proposals, orders, invoices, projects, products… and on the third party card for the name, email, phone and customer code. One click, a tick: it's copied. Enabled object by object.
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Need to authorize access to one or more elements without giving access to the others? This module will allow you to manage the access of an element concerning each user of your ERP. Warning : This module is currently only compatible with products/services. Other element types will arrive in future updates.
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