Register a lead directly in an event
This module allows to register a lead directly in an event when converting this lead into a partner, so that you can save several steps.
Table of contents
To configure this module, you need to:
- Go to CRM > Configuration > Settings and check “Leads. Add a qualification step before creating an opportunity” option.
- Go to any lead in CRM > Pipeline > Leads
- Click on the button “Convert to Opportunity”.
#. In the resulting screen, if the conversion action is “Convert to opportunity” and you have selected a related partner (a new or an existing one), you will have a section called “Event registration”.
#. In that section, you can select an event, and when you click on “Create opportunity”, the partner will be registered automatically in the event.
In any moment, you can also set a registration for an event by clicking on button “Generate registration”, located in tab “Extra info” in marketing section in any lead or opportunity.
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 smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
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.
This module is part of the OCA/event project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
Release history Release notifications | RSS feed
Download the file for your platform. If you're not sure which to choose, learn more about installing packages.
|Filename, size||File type||Python version||Upload date||Hashes|
|Filename, size odoo11_addon_crm_lead_to_event_registration-220.127.116.11.0.99.dev3-py2.py3-none-any.whl (109.3 kB)||File type Wheel||Python version py2.py3||Upload date||Hashes View|
Hashes for odoo11_addon_crm_lead_to_event_registration-18.104.22.168.0.99.dev3-py2.py3-none-any.whl