106 lines
3.5 KiB
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106 lines
3.5 KiB
ReStructuredText
=======================
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Survey leads generation
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=======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:72ceb1068020aaec4baba6df86a6b1b024793db57bdfc2cec8374da9cac8d031
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github
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:target: https://github.com/OCA/survey/tree/15.0/survey_crm_generation
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:alt: OCA/survey
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_crm_generation
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=15.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows to generate leads/opportunities from surveys.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure the leads/opportunities generation:
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#. Go to the configured survey.
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#. In the *CRM* section of the *Options* tab, set *Generate leads* on.
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#. Optionally you can set default tags for the generated leads.
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#. You can set the crm team to assign the leads to.
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The questions marked to be shown in the lead description will be shown there.
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Usage
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=====
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Once the surveys are submited a lead/opportunity (depending on the default options for
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the company) will be generated with a link to the answers.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/survey/issues/new?body=module:%20survey_crm_generation%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`_
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* David Vidal
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* Stefan ungureanu
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px
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:target: https://github.com/chienandalu
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:alt: chienandalu
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-chienandalu|
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This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_crm_generation>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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