Metadata-Version: 2.1
Name: odoo-addon-helpdesk_ticket_to_lead
Version: 16.0.1.0.2
Summary: Create CRM Leads from Helpdesk Tickets
Home-page: https://gitlab.com/somitcoop/erp-research/odoo-helpdesk
Author: Som It Cooperatiu SCCL, Som Connexió SCCL, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10

#########################
 Helpdesk Ticket to Lead
#########################

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
   :alt: Beta
   :target: https://odoo-community.org/page/development-status

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   :alt: License: AGPL-3
   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html

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This module extends the functionality of the Helpdesk by allowing users
to convert a Helpdesk Ticket into a CRM Lead. This can be particularly
useful when a customer contacts your company with an issue that
represents a potential business opportunity.

By converting the ticket into a lead, you can track and manage this
opportunity through the sales pipeline.

**Table of contents**

.. contents::
   :local:

***************
 Configuration
***************

No specific configuration is required for this module. It will work
out-of-the-box with your existing Helpdesk and CRM configurations.

*******
 Usage
*******

To use this module, you need to:

#. Go to Helpdesk > Tickets
#. Open a ticket that you believe has the potential to turn into a
   business opportunity
#. Click on the "Convert to Lead" button available in the action menu of
   the ticket
#. The system will create a new lead associated with the customer from
   the ticket, and you will be redirected to the newly created lead
#. You can now manage this lead through the sales pipeline as you would
   with any other lead

************************
 Known issues / Roadmap
************************

There are no known issues at the moment.

*************
 Bug Tracker
*************

Bugs are tracked on `GitLab Issues
<https://gitlab.com/somitcoop/erp-research/odoo-helpdesk/-/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
=======

-  Som It Cooperatiu SCCL
-  Som Connexió SCCL

Contributors
============

-  `SomIT SCCL <https://somit.coop>`_:

      -  José Robles <jose.robles@somit.coop>
      -  Álvaro Mellado <alvaro.mellado@somit.coop>
      -  Álvaro García <alvaro.garcia@somit.coop>
      -  Juan Manuel Regalado <juanmanuel.regalado@somit.coop>

-  `Som Connexió SCCL <https://somconnexio.coop>`_:

      -  Gerard Funosas <gerard.funosas@somconnexio.coop>

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.

You are welcome to contribute. To learn how please visit
https://odoo-community.org/page/Contribute.
