=======================
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.