Use Odoo CRM Integration
This topic shows the usage of the key features that can be achieved after integrating Yeastar P-Series Software Edition and Odoo CRM.
Click to Call
- Prerequisites
- Install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension.
- Procedure
- Users can click on any detected phone numbers on the Odoo CRM web page,
a call is then sent out directly via the associated PBX extension.
Call Popup
- Prerequisites
- Keep
at least one of the following clients logged in:
- Linkus Desktop Client
- Linkus Web ClientNote: If users close web browser or Linkus Web Client tab, they can NOT receive calls. To avoid this, users can install Chrome extension 'Yeastar Linkus for Google', which allows for the call pop-up browser tab even when web browser is closed.
- Procedure
- When the Odoo CRM user receives an inbound call from external contacts, a
new browser tab will be launched to show the CRM contact's
information.
Note: The pop-up web page might be blocked by the browser. In this case, users need to click on the blocked icon at the search bar, allow the pop-up window and website redirection, then click Done.
Call Journal
All outbound calls, inbound calls, and missed call records will be logged to CRM automatically, which helps users to keep track of every conversation.
Users can log in to the Odoo CRM, go to the Activity tab in a
contact detail page to view the call logs.
Contact Synchronization
Inbound calls will trigger a Odoo CRM contact lookup. If there exists the same number in Odoo CRM, the matched Odoo contact will be synchronized to the associated PBX phonebook, and the synchronized contact is read-only.
Automatic Contact or Lead Creation
A new individual (contact) or lead will be created automatically in CRM when the associated extensions call or receive calls from an unknown number.
