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Marketing Details of Sales

Project description

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

This module extends the functionality of sale_crm module which copies the marketing data from lead to sale and allows one to keep track of sales generated from marketing source.

Table of contents

Installation

To install this module there is no external library required.

  1. Nothing required at all.

Configuration

To configure this module, you need to:

  1. Give the Technical rights to the user.

Usage

To use this module, you need to:

1. Go to Lead, pass the marketing details and when the lead is converted to quotation the module will automatically copy the marketing details to the quotation.

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

Authors

  • Eficent Business and IT Consulting Services S.L.

  • Serpent Consulting Services Pvt. Ltd.

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


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