PMS - CRM
This module links the CRM pipeline to the Property Management System.
It includes:
Lead/Opportunity counter on properties: see how many leads reference a property directly from the property form.
Property counter on leads: see how many properties are linked to a lead or opportunity.
Smart buttons: one-click navigation between properties and CRM leads.
Bidirectional linking: a many-to-many relationship allows a lead to reference multiple properties and a property to appear in multiple leads.
Table of contents
Usage
Linking a Lead to a Property
Open a lead or opportunity in CRM ‣ Sales ‣ Leads.
In the Properties tab, add one or more properties.
Save — the property’s smart button updates its lead count.
Viewing Leads from a Property
Open a property in Properties ‣ Properties.
Click the Leads smart button.
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
Contributors
-
Maxime Chambreuil maxime.chambreuil@graymatterlogic.com
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.
Current maintainer:
This module is part of the OCA/pms project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 maintainer
Download files
Download the file for your platform. If you're not sure which to choose, learn more about installing packages.
Source Distributions
Built Distribution
Filter files by name, interpreter, ABI, and platform.
If you're not sure about the file name format, learn more about wheel file names.
Copy a direct link to the current filters
File details
Details for the file odoo_addon_pms_crm-19.0.1.0.0.5-py3-none-any.whl.
File metadata
- Download URL: odoo_addon_pms_crm-19.0.1.0.0.5-py3-none-any.whl
- Upload date:
- Size: 46.3 kB
- Tags: Python 3
- Uploaded using Trusted Publishing? No
- Uploaded via:
twine/6.2.0 CPython/3.12.3
File hashes
| Algorithm | Hash digest | |
|---|---|---|
| SHA256 |
6c6cd5eeaa2653efe673989b27dede73a5c097b7dc789359ea68b1227d6b526f
|
|
| MD5 |
d55ed7987a61e08bebd07df767516cfe
|
|
| BLAKE2b-256 |
f444fe54e91f2ea35a248c4f260f49efe4b0e007d293363ce1696a82aad00d52
|
