<h1 class="title">Register a lead directly in an event</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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.png" /></a> <a class="reference external" href="https://github.com/OCA/event/tree/12.0/crm_lead_to_event_registration"><img alt="OCA/event" src="https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/event-12-0/event-12-0-crm_lead_to_event_registration"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/199/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>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.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure this module, you need to:</p> <ol class="arabic simple"> <li>Go to <strong>CRM &gt; Configuration &gt; Settings</strong> and check &quot;Leads. Add a qualification step before creating an opportunity&quot; option.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <ol class="arabic simple"> <li>Go to any lead in <strong>CRM &gt; Pipeline &gt; Leads</strong></li> <li>Click on the button &quot;Convert to Opportunity&quot;.</li> </ol> <p>#. In the resulting screen, if the conversion action is &quot;Convert to opportunity&quot; and you have selected a related partner (a new or an existing one), you will have a section called &quot;Event registration&quot;.</p> <p>#. In that section, you can select an event, and when you click on &quot;Create opportunity&quot;, the partner will be registered automatically in the event.</p> <p>In any moment, you can also set a registration for an event by clicking on button &quot;Generate registration&quot;, located in tab &quot;Extra info&quot; in marketing section in any lead or opportunity.</p> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2> <ul class="simple"> <li>It is necessary to check the compatibility with module <em>partner_event</em> since when converting the Lead into Event Registration the Contact is not exactly the same as the Attendee Partner.</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/event/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 <a class="reference external" href="https://github.com/OCA/event/issues/new?body=module:%20crm_lead_to_event_registration%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Pedro M. Baeza</li> <li>Rafael Blasco</li> <li>Jairo Llopis</li> <li>Vicent Cubells</li> <li>Cristina Martín</li> <li>Victor M.M. Torres</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <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>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>This module is part of the <a class="reference external" href="https://github.com/OCA/event/tree/12.0/crm_lead_to_event_registration">OCA/event</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>