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Show partner employee quantity in CRM leads

Project description

Odoo Community Association

CRM Partner Employee Quantity

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

This module adds the employee quantity field from partners to CRM leads and opportunities, allowing users to view and utilize this information directly within their CRM workflows.

Table of contents

Usage

  1. First, you must go to the lead and, in the “Additional Information” tab, fill in the fields in the “Number of Employees” group.

  2. You must convert the lead into an opportunity using one of the options offered by Odoo from the wizard.

  3. Select the option to create a contact in the wizard.

Remember that the information will be saved in the company-type contact. To do this, you must have a lead with a company name.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Binhex

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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