Metadata-Version: 2.1
Name: odoo-addon-pms_crm
Version: 19.0.1.0.0.3
Requires-Dist: odoo-addon-pms_base==19.0.*
Requires-Dist: odoo==19.0.*
Summary: Link leads to properties
Home-page: https://github.com/OCA/pms
License: AGPL-3
Author: Gray Matter Logic, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
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

=========
PMS - CRM
=========

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    :alt: Beta
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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**

.. contents::
   :local:

Usage
=====

Linking a Lead to a Property
----------------------------

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

Viewing Leads from a Property
-----------------------------

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

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/pms/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/pms/issues/new?body=module:%20pms_crm%0Aversion:%2019.0%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
-------

* Gray Matter Logic

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

- `Gray Matter Logic <https://www.graymatterlogic.com>`__:

  - Maxime Chambreuil maxime.chambreuil@graymatterlogic.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.

.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
    :target: https://github.com/max3903
    :alt: max3903

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

|maintainer-max3903| 

This module is part of the `OCA/pms <https://github.com/OCA/pms/tree/19.0/pms_crm>`_ project on GitHub.

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