Survey sales linked to leads
Link CRM leads to sale orders generated from surveys
Survey sales linked to leads
This module allows to link the leads/opportunities with the quotations generated by survey_sale_generation and survey_crm_generation.
Table of contents
Configuration
Configure your surveys as it's described in the instructions for survey_sale_generation and survey_crm_generation
Usage
Once the survey is submitted, a lead/opportunity (depending on the default value for the company) will be generated with a link to the generated quotation.
Once the quotations are confirmed, the lead/opportunity will be set as won automatically.
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 to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Tecnativa
Contributors
- Tecnativa
- David Vidal
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/survey project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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