Metadata-Version: 2.1
Name: odoo-addon-helpdesk_mgmt_crm
Version: 17.0.1.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-helpdesk_mgmt>=17.0dev,<17.1dev
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Links helpdesk tickets with leads
Home-page: https://github.com/OCA/helpdesk
License: AGPL-3
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. 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/17.0/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-17-0/helpdesk-17-0-helpdesk_mgmt_crm
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&target_branch=17.0
    :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
=====

1. Go to *Helpdesk > Tickets* and create a new one or enter one.
2. Click on "Convert to opportunity" button.
3. A wizard will be displayed to set user and sales team if you want.
4. Click on "Create opportunity" button.
5. An opportunity will have been created with the ticket data and the
   messages will have been copied.
6. The related ticket will be displayed so you can return to it.
7. 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:%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
-------

* 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/17.0/helpdesk_mgmt_crm>`_ project on GitHub.

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