Binotel Instruction

1. Module Description

This module allows you to initiate a call from Odoo, upload and store call information, Contacts, show operators pop-up messages about calls, automatically create from calls: Leads, Tickets, Orders, automatically create tasks for missed calls.

During phone calls, you receive a pop-up notification (as shown in the screenshot below).

From this pop-up notification, you will learn not only the client's name, which company they are from, what function they perform, but also see all their Leads. In one click, you can open: the Phone Call form, Contact, Lead, or another form model associated with this phone call.
In your Odoo, there is a directory of partners and their phone numbers. Speed up your business process with a one-click call to a Partner. Now you just need to click the "call" button to make a phone call. You can also enable lead generation for outgoing calls if your business process requires it.

Phone calls will be displayed in chronological order along with emails, SMS messages, notes, viber, telegram, whatsapp, skype messages. This module allows you to listen to call recordings directly from the form. You will be able to make text descriptions of phone calls, easily and quickly reassign phone calls from Lead to Contact or another model.

You will be able to analyze call data statistics: number, duration, call statuses, operator. In combination with call tracking technologies and other modules, you can analyze UTM data.

The module allows automatic creation of contacts, leads, automatic linking of phone calls to existing Streams and manual reassignment.
You can also enable generation of Leads, Tasks, Requests for incoming and/or outgoing calls for each internal PBX line. The module has very flexible settings. Your contacts will be automatically created from calls. Calls will be automatically linked and displayed in model feeds. When creating a contact, the phone will also be automatically filled in. The country will be automatically determined and filled in by the phone prefix.

If your operator missed a client's phone call, they will see this call in the "Missed", "Hot" calls menu. When the operator calls back on the "hot" call and gets through, the call is automatically "released" (disappears from the "hot" calls list). If the operator missed the call, a task will be automatically created in the record associated with the call (Contact, Lead, Task).Call back to the responsible manager. You can also enable the "Star" mark for missed calls, and all missed calls will accumulate in the "Marked" menu, but after a callback, this mark will need to be removed manually.