{ "info": { "author": "Tecnativa, Odoo Community Association (OCA)", "author_email": "support@odoo-community.org", "bugtrack_url": null, "classifiers": [ "Framework :: Odoo", "License :: OSI Approved :: GNU Affero General Public License v3", "Programming Language :: Python" ], "description": "===========================\nTracking Fields in Partners\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-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github\n :target: https://github.com/OCA/crm/tree/11.0/marketing_crm_partner\n :alt: OCA/crm\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/crm-11-0/crm-11-0-marketing_crm_partner\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/111/11.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module extends the functionality of the CRM to support having the tracking\nfields available in the partner and copy them there automatically when the\npartner is created from a lead/opportunity.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUsage\n=====\n\nTo use this module, you need to:\n\n#. Go to **CRM > Leads > Create**.\n#. Fill the required fields.\n#. Go to **Extra Info > Marketing** and fill those 3 fields.\n#. **Save**.\n#. **Convert to Opportunity**.\n#. Choose the option **Customer > Create a new customer**.\n#. **Create Opportunity**.\n#. Click on the name of the newly linked partner.\n#. Go to tab **Sales & Purchases**.\n#. There you have the new fulfilled fields.\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* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* `Tecnativa `__:\n\n * Rafael Blasco \n * Jairo Llopis \n * Vicent Cubells \n * David Vidal \n * Cristina Martin R. \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/crm `_ project on GitHub.\n\nYou are welcome to contribute. 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