odoo-addon-survey-crm-generation 17.0.1.0.2.2

Generate CRM leads/opportunities from surveys

Survey leads generation

This module allows to generate leads/opportunities from surveys.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure the leads/opportunities generation:

1. Go to the configured survey.

2. In the CRM section of the Options tab, set Generate leads on.

3. Optionally you can set default tags for the generated leads.

4. You can set the crm team to assign the leads to.

The questions marked to be shown in the lead description will be shown there.

If you want to fill crm.lead fields from the answers set the CRM Lead field you want to fill with the given answer.

Usage

Once the surveys are submited a lead/opportunity (depending on the default options for the company) will be generated with a link to the answers.

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

• Tecnativa

  • David Vidal

  • Stefan ungureanu

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/survey project on GitHub.

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