This release is a pre-release and may not be stable for production use.
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
Configuration
To configure this module, you need to:
Go to CRM > Configuration > Settings and check “Leads. Add a qualification step before creating an opportunity” option.
Usage
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.
Known issues / Roadmap
It is necessary to check the compatibility with module partner_event since when converting the Lead into Event Registration the Contact is not exactly the same as the Attendee Partner.
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
-
Pedro M. Baeza
Rafael Blasco
Jairo Llopis
Vicent Cubells
Cristina Martín
Victor M.M. 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.
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.
1 maintainer
Metadata
1 maintainer
Release files for odoo12-addon-crm-lead-to-event-registration 12.0.1.0.0.99.dev6
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