Elabore/survey-tools
8
0
Fork 0
Code Issues Pull Requests 2 Actions Packages Releases Activity

[NEW] first commit for all modules coming from training-tools

Browse Source
This commit is contained in:
clementthomas
2023-11-21 12:54:02 +01:00
parent 823f04a7b6
commit 61e01e4be0
94 changed files with 3534 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

8
survey_crm_generation/readme/CONFIGURE.rst Normal file
View File

@@ -0,0 +1,8 @@
To configure the leads/opportunities generation:
#. Go to the configured survey.
#. In the *CRM* section of the *Options* tab, set *Generate leads* on.
#. Optionally you can set default tags for the generated leads.
#. You can set the crm team to assign the leads to.
The questions marked to be shown in the lead description will be shown there.