Metadata-Version: 2.1
Name: odoo-addon-survey_crm_generation
Version: 17.0.1.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-survey_result_mail>=17.0dev,<17.1dev
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Generate CRM leads/opportunities from surveys
Home-page: https://github.com/OCA/survey
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
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

=======================
Survey leads generation
=======================

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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%2Fsurvey-lightgray.png?logo=github
    :target: https://github.com/OCA/survey/tree/17.0/survey_crm_generation
    :alt: OCA/survey
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/survey-17-0/survey-17-0-survey_crm_generation
    :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/survey&target_branch=17.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to generate leads/opportunities from surveys.

**Table of contents**

.. contents::
   :local:

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

To configure the leads/opportunities generation:

1. Go to the configured survey.
2. In the *CRM* section of the *Options* tab, set *Generate leads* on.
3. Optionally you can set default tags for the generated leads.
4. You can set the crm team to assign the leads to.

The questions marked to be shown in the lead description will be shown
there.

If you want to fill crm.lead fields from the answers set the *CRM Lead
field* you want to fill with the given answer.

Usage
=====

Once the surveys are submited a lead/opportunity (depending on the
default options for the company) will be generated with a link to the
answers.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/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/survey/issues/new?body=module:%20survey_crm_generation%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>`__

  - David Vidal
  - Stefan ungureanu

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

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

|maintainer-chienandalu| 

This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/17.0/survey_crm_generation>`_ project on GitHub.

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