Skip to main content

Copy tracking fields from leads to partners

Project description

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

This module extends the functionality of the CRM to support having the tracking fields available in the partner and copy them there automatically when the partner is created from a lead/opportunity.

Table of contents

Usage

To use this module, you need to:

  1. Go to CRM > Leads > Create.

  2. Fill the required fields.

  3. Go to Extra Info > Tracking and fill those 3 fields.

  4. Save.

  5. Convert to Opportunity.

  6. Choose the option Customer > Create a new customer.

  7. Create Opportunity.

  8. Click on the name of the newly linked partner.

  9. Go to tab Sales & Purchases.

  10. There you have the new fulfilled fields.

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

  • Tecnativa

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.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distributions

No source distribution files available for this release.See tutorial on generating distribution archives.

Built Distribution

File details

Details for the file odoo_addon_marketing_crm_partner-15.0.1.0.0.6-py3-none-any.whl.

File metadata

File hashes

Hashes for odoo_addon_marketing_crm_partner-15.0.1.0.0.6-py3-none-any.whl
Algorithm Hash digest
SHA256 0ca255e18133b72052329ec83d2f7928f92f9f3074776b2d565c66c55c02599f
MD5 08ddf8e9273892178fd0868fdaa45c10
BLAKE2b-256 2e0969c0756ffd5b678fc44c509fa067ebf29fbbab5851f246f99402a9e7c7ce

See more details on using hashes here.

Supported by

AWS AWS Cloud computing and Security Sponsor Datadog Datadog Monitoring Fastly Fastly CDN Google Google Download Analytics Microsoft Microsoft PSF Sponsor Pingdom Pingdom Monitoring Sentry Sentry Error logging StatusPage StatusPage Status page