Author: |
Tecnativa, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
9.0 |
Repository: |
anhvu-sg/event |
Dependencies: |
crm,
and
event |
Languages: |
PO File (60, 16.3%),
Python (179, 48.6%),
XML (88, 23.9%),
and
reStructuredText (41, 11.1%) |
Other branches: |
11.0,
12.0,
and
8.0 |
Other repositories: |
AnilKesariya/event,
Antiun/event,
Change2improve/event,
ClearCorp/oca-event,
Dobtor-OCA/event,
ERPLibre/event,
ForgeFlow/event,
Gabinete-Digital/event,
Gofekra/event,
Guobower/event,
Ingeos/event,
KolushovAlexandr/event,
LTechCS/event,
LasLabs/event,
LevelPrime/event,
Martronic-SA/event,
MathBenTech/event,
NL66278/event,
NeatNerdPrime/event,
Nikul-Chaudhary/event,
Numigi/odoo-event,
OCA-MUK/event,
OCA/event,
Ommo73/event,
SanteLibre/event,
SeuMarco/event,
Tecnativa/event,
VishnuPrasad1998/event,
VisiionSolucionesTecnologicas/event,
adolfoeliazat/event,
angelmoya/event,
anishukserg/event,
ap305194/event,
apachesep/event,
apetbiz/event,
archeti-org/event,
aryajimbaran/event,
brain-tec/event,
coopiteasy/event,
cristinamartinrod/event,
dhp-denero/event,
dsasoftware/event,
ecosoft-odoo/event,
emagdalenaC2i/event,
gastonfeng/event,
glm-conseil/event,
haroldtamo/event,
humanilog/event,
iRichGit/event,
initOS/event,
it-projects-llc/event,
j-zaballa/event,
kitworks-systems/event,
kmee/event,
lfreeke/event,
lideritjnma/event,
ntsirintanis/event,
nucleoosystem/event,
oihane/event,
open-synergy/event,
popcomputadores-desenv/event,
pscloud/event,
rousseldenis/event,
rsullivan2704/event,
sanube/event,
steingabelgaard/event,
thinkopensolutions/oca-event,
tschanzt/event,
vdedyukhin/event,
yelizariev/event,
and
yveshoyos/event |
<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="register-a-lead-directly-in-an-event"></a>
<h2>Register a lead directly in an event</h2>
<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>
<a name="usage"></a>
<h3>Usage</h3>
<p>Go to <em>Sales > Configuration > Settings</em> and check "Use leads if you need a
qualification step before creating an opportunity or a customer" option.</p>
<p>Go to any lead in <em>Sales > Sales > Leads</em>, and click on the button "Convert
to Opportunity".</p>
<p>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".</p>
<p>In that section, you can select an event, and when you click on
"Create opportunity", 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 "Generate registration", located in tab "Extra info" in marketing
section in any lead or opportunity.</p>
<a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/199/9.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<a name="bug-tracker"></a>
<h3>Bug Tracker</h3>
<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 feedback.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="contributors"></a>
<h4>Contributors</h4>
<ul class="simple">
<li>Pedro M. Baeza <<a class="reference external" href="mailto:pedro.baeza@tecnativa.com">pedro.baeza@tecnativa.com</a>></li>
<li>Rafael Blasco <<a class="reference external" href="mailto:rafabn@tecnativa.com">rafabn@tecnativa.com</a>></li>
<li>Jairo Llopis <<a class="reference external" href="mailto:jairo.llopis@tecnativa.com">jairo.llopis@tecnativa.com</a>></li>
<li>Vicent Cubells <<a class="reference external" href="mailto:vicent.cubells@tecnativa.com">vicent.cubells@tecnativa.com</a>></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="http://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="https://odoo-community.org">https://odoo-community.org</a>.</p>