This module extends the functionality of the Helpdesk by allowing users to convert a Helpdesk Ticket into a CRM Lead. This can be particularly useful when a customer contacts your company with an issue that represents a potential business opportunity.
By converting the ticket into a lead, you can track and manage this opportunity through the sales pipeline.
Table of contents
Configuration
No specific configuration is required for this module. It will work out-of-the-box with your existing Helpdesk and CRM configurations.
Usage
To use this module, you need to:
Go to Helpdesk > Tickets
Open a ticket that you believe has the potential to turn into a business opportunity
Click on the “Convert to Lead” button available in the action menu of the ticket
The system will create a new lead associated with the customer from the ticket, and you will be redirected to the newly created lead
You can now manage this lead through the sales pipeline as you would with any other lead
Known issues / Roadmap
There are no known issues at the moment.
Bug Tracker
Bugs are tracked on GitLab Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
José Robles <jose.robles@somit.coop>
Álvaro Mellado <alvaro.mellado@somit.coop>
Álvaro García <alvaro.garcia@somit.coop>
Juan Manuel Regalado <juanmanuel.regalado@somit.coop>
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Gerard Funosas <gerard.funosas@somconnexio.coop>
Maintainers
This module is maintained by the OCA.
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.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 maintainer
Metadata
1 maintainer
Release files for odoo-addon-helpdesk-ticket-to-lead 16.0.1.0.2
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Release files / odoo-addon-helpdesk_ticket_to_lead-16.0.1.0.2.tar.gz
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