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Link opportunities to event categories

Project description

Beta License: AGPL-3 OCA/event Translate me on Weblate Try me on Runbot

This module extends the functionality of CRM opportunities (and leads, if enabled) to support linking them to event categories and to allow you to keep track of leads interested in an upcoming event of some category.

This is useful if you organize your events based on the amount of people interested in a certain category of event.

Table of contents

Configuration

To make use of this module, a user needs these minimal permissions:

  • Sales / User: Own Documents Only
  • Events / User

Usage

To link a lead or opportunity to an event category:

  1. Go to CRM > Pipeline and pick one lead.
  2. Go to the lead form.
  3. Use the new field Event category.

To know if there are events planned of a certain category:

  1. Go to Events > Configuration > Event Categories and pick one.
  2. Use the new Events smart button.
    • It only counts those that are upcoming or running.
    • The number between parenthesis is the available seats sum of all those events.

To know if there is people interested in a certain category of event:

  1. Go to Events > Configuration > Event Categories and pick one.
  2. Use the new Opportunities smart button.
    • It only counts opportunities that aren’t won or lost.
    • The number between parenthesis is the wanted seats sum of all those events.

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

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.

Current maintainer:

Yajo

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.

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