================
CRM Lead Product
================
..
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This module allows the user to link multiple products, product
categories or product templates to a lead or an opportunity in order to
be able to do a product demand forecasting taking into account the leads
and opportunities defined in Odoo.
Included in the product line there are two computed fields, the expected
revenue and prorated revenue. On one hand, the expected revenue is
computed as the selling price times the quantity. On the other hand, the
prorated revenue takes into account the probability of the opportunity
and is computed as the planned revenue times the probability.
The module also includes a reporting section where the user can easily
see in a pivot and graph view the relationship between products, stage
of the lead/opportunity and the expected or prorated revenue for that
product.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module to be available for the Leads the user needs to
activate the Leads option in CRM settings
Usage
=====
- Go to menu **CRM > Lead** and create or edit a Lead adding all the
products associated to it.
- Go to menu **CRM > My Pipeline** and create or edit an Opportunity
adding all the products associated to it.
- Go to menu **CRM > Reporting > Pipeline by Product** to run the
report that relates product to expected and prorated revenue per
stage
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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 <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_product%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* ForgeFlow
Contributors
------------
- Adria Gil Sorribes <adria.gil@forgeflow.com>
- Guillem Casassas <guillem.casassas@forgeflow.com>
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.
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_lead_product>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "================\nCRM Lead Product\n================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:24d4c1f6fa68ecc15510e005185543af4dbe7b792fba9c8355579601dfce32a6\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%2Fcrm-lightgray.png?logo=github\n :target: https://github.com/OCA/crm/tree/17.0/crm_lead_product\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-17-0/crm-17-0-crm_lead_product\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module allows the user to link multiple products, product\ncategories or product templates to a lead or an opportunity in order to\nbe able to do a product demand forecasting taking into account the leads\nand opportunities defined in Odoo.\n\nIncluded in the product line there are two computed fields, the expected\nrevenue and prorated revenue. On one hand, the expected revenue is\ncomputed as the selling price times the quantity. On the other hand, the\nprorated revenue takes into account the probability of the opportunity\nand is computed as the planned revenue times the probability.\n\nThe module also includes a reporting section where the user can easily\nsee in a pivot and graph view the relationship between products, stage\nof the lead/opportunity and the expected or prorated revenue for that\nproduct.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo configure this module to be available for the Leads the user needs to\nactivate the Leads option in CRM settings\n\nUsage\n=====\n\n- Go to menu **CRM > Lead** and create or edit a Lead adding all the\n products associated to it.\n- Go to menu **CRM > My Pipeline** and create or edit an Opportunity\n adding all the products associated to it.\n- Go to menu **CRM > Reporting > Pipeline by Product** to run the\n report that relates product to expected and prorated revenue per\n stage\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_product%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* ForgeFlow\n\nContributors\n------------\n\n- Adria Gil Sorribes <adria.gil@forgeflow.com>\n- Guillem Casassas <guillem.casassas@forgeflow.com>\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 <https://github.com/OCA/crm/tree/17.0/crm_lead_product>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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