Metadata-Version: 2.1
Name: odoo11-addon-marketing-crm-partner
Version: 11.0.1.0.0.99.dev8
Summary: Copy tracking fields from leads to partners
Home-page: https://www.github.com/oca/crm
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 11.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=2.7, !=3.0.*, !=3.1.*, !=3.2.*, !=3.3.*, !=3.4.*
Requires-Dist: odoo (<11.1dev,>=11.0a)

===========================
Tracking Fields in Partners
===========================

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This module extends the functionality of the CRM to support having the tracking
fields available in the partner and copy them there automatically when the
partner is created from a lead/opportunity.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

#. Go to **CRM > Leads > Create**.
#. Fill the required fields.
#. Go to **Extra Info > Marketing** and fill those 3 fields.
#. **Save**.
#. **Convert to Opportunity**.
#. Choose the option **Customer > Create a new customer**.
#. **Create Opportunity**.
#. Click on the name of the newly linked partner.
#. Go to tab **Sales & Purchases**.
#. There you have the new fulfilled fields.

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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2011.0%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>`__:

  * Rafael Blasco <rafael.blasco@tecnativa.com>
  * Jairo Llopis <jairo.llopis@tecnativa.com>
  * Vicent Cubells <vicent.cubells@tecnativa.com>
  * David Vidal <david.vidal@tecnativa.com>
  * Cristina Martin R. <cristina.martin@tecnativa.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.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/11.0/marketing_crm_partner>`_ project on GitHub.

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


