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 Runbot

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 > Marketing 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 smashing 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 odoo11_addon_marketing_crm_partner-11.0.1.0.0.99.dev3-py2.py3-none-any.whl.

File metadata

File hashes

Hashes for odoo11_addon_marketing_crm_partner-11.0.1.0.0.99.dev3-py2.py3-none-any.whl
Algorithm Hash digest
SHA256 cf29035fc794749cc384873163667a367b7163089e34c1a90a2e2f8713e322f0
MD5 921ec6426fc3eadf6e995c7dbf70a4ed
BLAKE2b-256 bae36d8d7da8f7b07a1f478a12310b09f231fc2aab8328eef9e4fa0d753ac862

See more details on using hashes here.

Supported by

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