Metadata-Version: 2.1
Name: odoo-addon-crm_partner_assign
Version: 19.0.1.0.0.2
Requires-Dist: odoo==19.0.*
Summary: Assign a Partner to an Opportunity/Lead/Partner to indicate Partnership
Home-page: https://github.com/OCA/crm
License: AGPL-3
Author: Moduon, 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 :: 3 - Alpha
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

==================
CRM Partner Assign
==================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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    :alt: Alpha
.. |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%2Fcrm-lightgray.png?logo=github
    :target: https://github.com/OCA/crm/tree/19.0/crm_partner_assign
    :alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/crm-19-0/crm-19-0-crm_partner_assign
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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    :alt: Try me on Runboat

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This module extends the functionality of CRM Leads to support assigning
an associate partner to leads and to allow you to check if a Lead is
being worked on by an associate partner. Also you can link a Partner to
another Partner as an implementation partner.

.. IMPORTANT::
   This is an alpha version, the data model and design can change at any time without warning.
   Only for development or testing purpose, do not use in production.
   `More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
   :local:

Installation
============

This module is the minimum viable product of the
*website_crm_partner_assign* module. If you have the *website* module
installed and you want a more complete module, take a look at the
*website_crm_partner_assign* module. This module uses the same field
names as the *website_crm_partner_assign* module, so if you want to use
*website_crm_partner_assign* and don't lose data, you must install
*website_crm_partner_assign* and then uninstall this module (in this
order).

Usage
=====

To use this module, you need to:

1. Go to Lead and assign a partner to it. You can assign a partner
   contact too.
2. You can filter the leads by assigned partner.
3. Go to Partner form and assign an partner to it.
4. You can group Partners by assigned partner.

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_partner_assign%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
-------

* Moduon

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

- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

Other credits
-------------

The development of this module has been financially supported by:

- Moduon Team S.L.

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

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

|maintainer-Shide| 

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

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