odoo9-addon-crm-lead-to-event-registration 9.0.1.0.0.99.dev2

Register a lead directly in an event

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.

Usage

Go to Sales > Configuration > Settings and check “Use leads if you need a qualification step before creating an opportunity or a customer” option.

Go to any lead in Sales > Sales > Leads, and 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.

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.

Credits

Contributors

• Pedro M. Baeza <[e-mail]>

• Rafael Blasco <[e-mail]>

• Jairo Llopis <[e-mail]>

• Vicent Cubells <[e-mail]>

Maintainer

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.

To contribute to this module, please visit https://odoo-community.org.