Metadata-Version: 2.1
Name: odoo-addon-crm_lead_to_task
Version: 17.0.1.1.0.5
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Create Tasks from Leads/Opportunities
Home-page: https://github.com/OCA/crm
License: LGPL-3
Author: Odoo S.A., Odoo Community Association (OCA), Tecnativa
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)

============
Lead to Task
============

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :alt: Beta
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This module allows to convert leads/opportunities to tasks.

**DISCLAIMER:** This module is a forward-port of a module from Odoo S.A.
and as such, it is not included in the OCA CLA. That means we do not
have a copy of the copyright on it like all other OCA modules.

**Table of contents**

.. contents::
   :local:

Configuration
=============

1. You need to have at least "Project User" and "Salesman" permissions
   to be able to convert leads to tasks.

Usage
=====

1. Go to *CRM > Sales > My pipeline*.
2. Open one of the existing leads or create one.
3. Click on the button "Convert to Task".
4. A popup will appear asking you for a possible project for the task.
5. Click on "Create Task" button.
6. You will be redirected to the recently created task, that contains
   all the information from the lead, including attachments and
   messages.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/crm/issues/new?body=module:%20crm_lead_to_task%0Aversion:%2017.0%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
-------

* Odoo S.A.
* Tecnativa

Contributors
------------

-  `Tecnativa <https://www.tecnativa.com>`__:

   -  Pedro M. Baeza
   -  Carolina Fernandez

-  Ruchir Shukla <ruchir@bizzappdev.com>

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.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_lead_to_task>`_ project on GitHub.

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