Metadata-Version: 2.1
Name: odoo-addon-crm_lead_product
Version: 18.0.1.0.1.3
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Adds a lead line in the lead/opportunity model in odoo
Home-page: https://github.com/OCA/crm
License: LGPL-3
Author: ForgeFlow, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Description-Content-Type: text/x-rst

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================
CRM Lead Product
================

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This module allows the user to link multiple products, product
categories or product templates to a lead or an opportunity in order to
be able to do a product demand forecasting taking into account the leads
and opportunities defined in Odoo.

Included in the product line there are two computed fields, the expected
revenue and prorated revenue. On one hand, the expected revenue is
computed as the selling price times the quantity. On the other hand, the
prorated revenue takes into account the probability of the opportunity
and is computed as the planned revenue times the probability.

The module also includes a reporting section where the user can easily
see in a pivot and graph view the relationship between products, stage
of the lead/opportunity and the expected or prorated revenue for that
product.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module to be available for the Leads the user needs to
activate the Leads option in CRM settings

Usage
=====

- Go to menu **CRM > Lead** and create or edit a Lead adding all the
  products associated to it.
- Go to menu **CRM > My Pipeline** and create or edit an Opportunity
  adding all the products associated to it.
- Go to menu **CRM > Reporting > Pipeline by Product** to run the report
  that relates product to expected and prorated revenue per stage

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/crm/issues/new?body=module:%20crm_lead_product%0Aversion:%2018.0%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
-------

* ForgeFlow

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

- Adria Gil Sorribes <adria.gil@forgeflow.com>
- Guillem Casassas <guillem.casassas@forgeflow.com>
- Frederic Grall <fgr@apik.cloud>

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.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/18.0/crm_lead_product>`_ project on GitHub.

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