[ADD] survey_crm_generation
This commit is contained in:
105
survey_crm_generation/README.rst
Normal file
105
survey_crm_generation/README.rst
Normal file
@@ -0,0 +1,105 @@
|
||||
=======================
|
||||
Survey leads generation
|
||||
=======================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:72ceb1068020aaec4baba6df86a6b1b024793db57bdfc2cec8374da9cac8d031
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
|
||||
:target: https://odoo-community.org/page/development-status
|
||||
:alt: Beta
|
||||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
|
||||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
||||
:alt: License: AGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsurvey-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/survey/tree/15.0/survey_crm_generation
|
||||
:alt: OCA/survey
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_crm_generation
|
||||
:alt: Translate me on Weblate
|
||||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
||||
:target: https://runboat.odoo-community.org/builds?repo=OCA/survey&target_branch=15.0
|
||||
:alt: Try me on Runboat
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
This module allows to generate leads/opportunities from surveys.
|
||||
|
||||
**Table of contents**
|
||||
|
||||
.. contents::
|
||||
:local:
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
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.
|
||||
|
||||
Usage
|
||||
=====
|
||||
|
||||
Once the surveys are submited a lead/opportunity (depending on the default options for
|
||||
the company) will be generated with a link to the answers.
|
||||
|
||||
Bug Tracker
|
||||
===========
|
||||
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/issues>`_.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
`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**>`_.
|
||||
|
||||
Do not contact contributors directly about support or help with technical issues.
|
||||
|
||||
Credits
|
||||
=======
|
||||
|
||||
Authors
|
||||
~~~~~~~
|
||||
|
||||
* Tecnativa
|
||||
|
||||
Contributors
|
||||
~~~~~~~~~~~~
|
||||
|
||||
* `Tecnativa <https://www.tecnativa.com>`_
|
||||
|
||||
* David Vidal
|
||||
* Stefan ungureanu
|
||||
|
||||
Maintainers
|
||||
~~~~~~~~~~~
|
||||
|
||||
This module is maintained by the OCA.
|
||||
|
||||
.. image:: https://odoo-community.org/logo.png
|
||||
:alt: Odoo Community Association
|
||||
:target: https://odoo-community.org
|
||||
|
||||
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.
|
||||
|
||||
.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px
|
||||
:target: https://github.com/chienandalu
|
||||
:alt: chienandalu
|
||||
|
||||
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-chienandalu|
|
||||
|
||||
This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_crm_generation>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
Reference in New Issue
Block a user