Metadata-Version: 2.1
Name: odoo-addon-helpdesk_mgmt_crm
Version: 15.0.1.0.2
Summary: Links helpdesk tickets with leads
Home-page: https://github.com/OCA/helpdesk
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 15.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.8
Requires-Dist: odoo-addon-helpdesk-mgmt<15.1dev,>=15.0dev
Requires-Dist: odoo<15.1dev,>=15.0a

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

=============================
Link between Helpdesk and CRM
=============================

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.. |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/license-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%2Fhelpdesk-lightgray.png?logo=github
    :target: https://github.com/OCA/helpdesk/tree/15.0/helpdesk_mgmt_crm
    :alt: OCA/helpdesk
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/helpdesk-15-0/helpdesk-15-0-helpdesk_mgmt_crm
    :alt: Translate me on Weblate
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    :target: https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&target_branch=15.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows you to convert a helpdesk ticket into an opportunity, transferring its messages,
and keeping both linked.

**Table of contents**

.. contents::
   :local:

Usage
=====

#. Go to *Helpdesk > Tickets* and create a new one or enter one.
#. Click on "Convert to opportunity" button.
#. A wizard will be displayed to set user and sales team if you want.
#. Click on "Create opportunity" button.
#. An opportunity will have been created with the ticket data and the messages will have been copied.
#. The related ticket will be displayed so you can return to it.
#. An "Opportunity(ies)" smart-button is also displayed on the ticket.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/helpdesk/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/helpdesk/issues/new?body=module:%20helpdesk_mgmt_crm%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>`_:

  * Víctor Martínez
  * Pedro M. Baeza
  * Pilar Vargas

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-victoralmau| image:: https://github.com/victoralmau.png?size=40px
    :target: https://github.com/victoralmau
    :alt: victoralmau

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-victoralmau| 

This module is part of the `OCA/helpdesk <https://github.com/OCA/helpdesk/tree/15.0/helpdesk_mgmt_crm>`_ project on GitHub.

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