{ "info": { "author": "Eficent, Serpent Consulting Services Pvt. Ltd.,Odoo Community Association (OCA)", "author_email": "support@odoo-community.org", "bugtrack_url": null, "classifiers": [ "Framework :: Odoo", "License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)", "Programming Language :: Python" ], "description": "=====================\nOperating Unit in CRM\n=====================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png\n :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html\n :alt: License: LGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Foperating--unit-lightgray.png?logo=github\n :target: https://github.com/OCA/operating-unit/tree/11.0/crm_operating_unit\n :alt: OCA/operating-unit\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/operating-unit-11-0/operating-unit-11-0-crm_operating_unit\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/213/11.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module introduces the following features:\n\n* Adds the Operating Unit (OU) to the Lead.\n* The user\u2019s default Operating Unit (OU) is proposed at the time of creating\n the Lead / Opportunity.\n* Security rules are defined to ensure that users can only see the Opportunity\n / Lead of that Operating Units in which they are allowed access to.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUsage\n=====\n\nFollow these steps to use this module:\n\n#. If you don't have any Operation Unit created, go to Settings -> Operating\n Units to create one.\n#. Same with Sales Channel, to create one go to CRM -> Configuration -> Sales\n Channel.\n#. Assign an Operating Unit to the Sales Channel.\n#. Add members to the Sales Channel. Those members must have the same Operating\n Unit.\n#. Go to CRM -> Pipeline to create a new Lead with the new Sales Channel. The\n Operating Unit of the Sales Channel is propagated.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues `_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback `_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Eficent\n* Serpent Consulting Services Pvt. Ltd.\n\nContributors\n~~~~~~~~~~~~\n\n* Eficent Business and IT Consulting Services S.L. \n* Serpent Consulting Services Pvt. Ltd. \n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/operating-unit `_ project on GitHub.\n\nYou are welcome to contribute. 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