Link between Helpdesk and CRM
by Tecnativa https://github.com/OCA/helpdesk , Odoo Community Association (OCA) https://github.com/OCA/helpdesk| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 3608 |
| Technical Name |
helpdesk_mgmt_crm |
| License | AGPL-3 |
| Website | https://github.com/OCA/helpdesk |
| Versions | 13.0 15.0 18.0 |
Link between Helpdesk and CRM
This module allows you to convert a helpdesk ticket into an opportunity, transferring its messages, and keeping both linked.
Table of contents
Usage
- Go to Helpdesk > Tickets and create a new one or enter one.
- Click on “Convert to opportunity” button.
- A wizard will be displayed to set user and sales team if you want.
- Click on “Create opportunity” button.
- An opportunity will have been created with the ticket data and the messages will have been copied.
- The related ticket will be displayed so you can return to it.
- An “Opportunity(ies)” smart-button is also displayed on the ticket.
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:
- Víctor Martínez
- Pedro M. Baeza
- Pilar Vargas
- Heliconia Solutions Pvt. Ltd.
- Bhavesh Heliconia
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/helpdesk project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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