CRM Partner Assign
Assign a Partner to an Opportunity/Lead/Partner to indicate Partnership
CRM Partner Assign
This module extends the functionality of CRM Leads to support assigning an associate partner to leads and to allow you to check if a Lead is being worked on by an associate partner. Also you can link a Partner to another Partner as an implementation partner.
Important
This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status
Table of contents
Installation
This module is the minimum viable product of the website_crm_partner_assign module. If you have the website module installed and you want a more complete module, take a look at the website_crm_partner_assign module. This module uses the same field names as the website_crm_partner_assign module, so if you want to use website_crm_partner_assign and don't lose data, you must install website_crm_partner_assign and then uninstall this module (in this order).
Usage
To use this module, you need to:
- Go to Lead and assign a partner to it. You can assign a partner contact too.
- You can filter the leads by assigned partner.
- Go to Partner form and assign an partner to it.
- You can group Partners by assigned partner.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Moduon
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/crm project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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