Maintainers
This module is part of the sygel-technology/sy-crm project on GitHub.
You are welcome to contribute.
CRM Assign Project
This module allows to automatically assign a project to a CRM lead when a lead/opportunity is created through an email.
Table of contents
Configuration
To configure this module, you need to:
- Go to CRM > Configuration > Sales Teams and select a team.
- Check the ‘Assign Project’ checkbox
- Select a value in ‘Automatically Assigned Project’
Usage
To usage this module, you need to:
- Create a new Lead, manually or sending a email to an alias, with a Crm Team with a project_id
- The created lead will have the configured project_id
Known issues / Roadmap
- Manually created leads with the fast creation popup wizard won’t have a default project_id, even if the user has a default team_id with a default project_id. The reason is this is made with an onchange.
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
- Sygel
Contributors
- Harald Panten harald.panten@sygel.es
- Valentin Vinagre valentin.vinagre@sygel.es
- Alberto Martínez alberto.martinez@sygel.es
- Roger Sans roger.sans@sygel.es