<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg"> </a> <a name="comprehensive-leads"></a> <h2>Comprehensive leads</h2> <p>This module was written to extend the functionality of leads to support having a lot more of information there and allow you to transfer it automatically to a new partner.</p> <a name="installation"></a> <h3>Installation</h3> <p>If you want to transfer the lead's new trade name field to the partner, you should install module <code>l10n_es_partner</code>. It's not required by default because it makes many things that you may not need.</p> <a name="usage"></a> <h3>Usage</h3> <p>To use this module, you need to:</p> <ul class="simple"> <li>Open any lead.</li> <li>Go to <em>Extra info</em>.</li> <li>Below, use the new <em>Company information</em> area.</li> </ul> <p>To transfer that information automatically to a newly created partner:</p> <ul class="simple"> <li>Open any lead.</li> <li>Press <em>Convert to opportunity</em> above.</li> <li>Select <em>Conversion action: Convert to opportunity</em>.</li> <li>Select <em>Related customer: Create a new customer</em>.</li> <li>Press <em>Create Opportunity</em>.</li> </ul> <p>The logic that will follow is:</p> <ul class="simple"> <li>If you unchecked the option <em>Use same adress for billing</em>, use that address information for the company and set it as invoice address.</li> <li>If there is any field that exists in the <em>Company information</em> area, use it when creating the company.</li> <li>For other information, use the same as what exists in the upper side of the lead.</li> </ul> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/{repo_id}/{branch}"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a> <p>For further information, please visit:</p> <ul class="simple"> <li><a class="reference external" href="https://www.odoo.com/forum/help-1">https://www.odoo.com/forum/help-1</a></li> </ul> <a name="known-issues-roadmap"></a> <h3>Known issues / Roadmap</h3> <ul class="simple"> <li>Add tests.</li> </ul> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>. 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 <a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_comprehensive%0Aversion:%208.0.1.0.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">here</a>.</p> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Rafael Blasco &lt;<a class="reference external" href="mailto:rafaelbn&#64;antiun.com">rafaelbn&#64;antiun.com</a>&gt;</li> <li>Jairo Llopis &lt;<a class="reference external" href="mailto:yajo.sk8&#64;gmail.com">yajo.sk8&#64;gmail.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>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.</p> <p>To contribute to this module, please visit <a class="reference external" href="http://odoo-community.org">http://odoo-community.org</a>.</p>