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[ADD] survey_crm_generation

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clementthomas
2023-09-19 16:27:36 +02:00
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commit 9ead22c1c7
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survey_crm_generation/readme/CONFIGURE.rst Normal file
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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.

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survey_crm_generation/readme/CONTRIBUTORS.rst Normal file
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* `Tecnativa <https://www.tecnativa.com>`_
* David Vidal
* Stefan ungureanu

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survey_crm_generation/readme/DESCRIPTION.rst Normal file
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This module allows to generate leads/opportunities from surveys.

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survey_crm_generation/readme/USAGE.rst Normal file
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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.