Modules / Sales / CRM
QOD Sales / Funnel Bridge
Keeps the contact funnel kanban and the CRM deal kanban in sync.
qod_sales_funnel_bridge · Version 18.0.1.0.0
Two boards, one reality. The attraction board (on res.partner) and the deal board (on crm.lead) both stay, and this module stops them drifting apart over the linked lead.
Key features
- Each funnel stage maps to a CRM stage (configuration, not code) — remap in the UI, no release needed.
- Bidirectional sync over the linked lead only; other deals of the same person never steer the card.
- Loop protection via the qod_stage_sync context flag: one hop, never two.