Survey leads generation
This module allows to generate leads/opportunities from surveys.
Table of contents
Configuration
To configure the leads/opportunities generation:
Go to the configured survey.
In the CRM section of the Options tab, set Generate leads on.
Optionally you can set default tags for the generated leads.
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
Contributors
-
David Vidal
Stefan ungureanu
Adasat Torres
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.
1 maintainer
Release files for odoo-addon-survey-crm-generation 19.0.1.0.0.2
For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Reset |
|---|---|---|---|---|
| odoo_addon_survey_crm_generation-19.0.1.0.0.2-py3-none-any.whl | Python 3 | none | any | Details |
Release files / odoo_addon_survey_crm_generation-19.0.1.0.0.2-py3-none-any.whl
| Download URL | odoo_addon_survey_crm_generation-19.0.1.0.0.2-py3-none-any.whl |
|---|---|
| Size | 33.2 kB |
| Tags | Python 3 |
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