Metadata-Version: 2.1
Name: odoo12-addon-helpdesk-ticket-to-lead
Version: 12.0.1.0.0
Summary: Create CRM Leads from Helpdesk Tickets
Home-page: https://gitlab.com/somitcoop/erp-research/odoo-helpdesk
Author: Som It Cooperatiu SCCL, Som Connexió SCCL, 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 :: 12.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.5
Requires-Dist: odoo12-addon-helpdesk-mgmt
Requires-Dist: odoo (<12.1dev,>=12.0a)

=================================
Helpdesk Ticket to Lead
=================================

..
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! source digest: sha256:fa88a5911e9d75e4ccaee78931e61a91ccfe34e0de09254e0edd30ad0752f428
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3

|badge1| |badge2|


This module extends the functionality of the Helpdesk by allowing users to convert a Helpdesk Ticket into a CRM Lead. This can be particularly useful when a customer contacts your company with an issue that represents a potential business opportunity.

By converting the ticket into a lead, you can track and manage this opportunity through the sales pipeline.

**Table of contents**

.. contents::
   :local:

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

No specific configuration is required for this module. It will work out-of-the-box with your existing Helpdesk and CRM configurations.

Usage
=====

To use this module, you need to:

1. Go to Helpdesk > Tickets
2. Open a ticket that you believe has the potential to turn into a business opportunity
3. Click on the "Convert to Lead" button available in the action menu of the ticket
4. The system will create a new lead associated with the customer from the ticket, and you will be redirected to the newly created lead
5. You can now manage this lead through the sales pipeline as you would with any other lead

Known issues / Roadmap
======================

There are no known issues at the moment.

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

Bugs are tracked on `GitLab Issues <https://gitlab.com/somitcoop/erp-research/odoo-helpdesk/-/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.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Som It Cooperatiu SCCL
* Som Connexió SCCL

Contributors
~~~~~~~~~~~~

* `SomIT SCCL <https://somit.coop>`_:

    * José Robles <jose.robles@somit.coop>
    * Álvaro Mellado <alvaro.mellado@somit.coop>
    * Álvaro García <alvaro.garcia@somit.coop>

* `Som Connexió SCCL <https://somconnexio.coop>`_:

    * Gerard Funosas <gerard.funosas@somconnexio.coop>

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.

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

