PMS - CRM

This module links the CRM pipeline to the Property Management System.

It includes:

Lead/Opportunity counter on properties: see how many leads reference a property directly from the property form.
Property counter on leads: see how many properties are linked to a lead or opportunity.
Smart buttons: one-click navigation between properties and CRM leads.
Bidirectional linking: a many-to-many relationship allows a lead to reference multiple properties and a property to appear in multiple leads.

Table of contents

Usage
- Linking a Lead to a Property
- Viewing Leads from a Property
Bug Tracker
Credits

Usage

Linking a Lead to a Property

Open a lead or opportunity in CRM ‣ Sales ‣ Leads.
In the Properties tab, add one or more properties.
Save — the property’s smart button updates its lead count.

Viewing Leads from a Property

Open a property in Properties ‣ Properties.
Click the Leads smart button.

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

Gray Matter Logic

Contributors

Gray Matter Logic:
- Maxime Chambreuil maxime.chambreuil@graymatterlogic.com

Maintainers

This module is maintained by the OCA.

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.

Current maintainer:

This module is part of the OCA/pms project on GitHub.

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