Survey leads generation
by Tecnativa https://github.com/OCA/survey , Odoo Community Association (OCA) https://github.com/OCA/survey| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Surveys (survey) |
| Community Apps Dependencies | Show |
| Lines of code | 710 |
| Technical Name |
survey_crm_generation |
| License | AGPL-3 |
| Website | https://github.com/OCA/survey |
| Versions | 15.0 13.0 |
Survey leads generation
This module allows to generate leads/opportunities from surveys.
Table of contents
Configuration
To configure the leads/opportunities generation:
- Go to the configured survey.
- In the CRM section of the Options tab, set Generate leads on.
- Optionally you can set default tags for the generated leads.
- 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.
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. 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.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Tecnativa
Contributors
- Tecnativa
- David Vidal
- Stefan ungureanu
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/survey project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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