=======================
Survey leads generation
=======================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: https://github.com/OCA/survey/tree/15.0/survey_crm_generation
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:target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_crm_generation
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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This module allows to generate leads/opportunities from surveys.
**Table of contents**
.. contents::
:local:
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 <https://github.com/OCA/survey/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/survey/issues/new?body=module:%20survey_crm_generation%0Aversion:%2015.0%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
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Tecnativa <https://www.tecnativa.com>`_
* David Vidal
* Stefan ungureanu
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.
.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px
:target: https://github.com/chienandalu
:alt: chienandalu
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-chienandalu|
This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_crm_generation>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=======================\nSurvey leads generation\n=======================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:d79e7bbad72ba02077da9a051eb24fff17d230a080af344ca6067f5492e3a544\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%2Fsurvey-lightgray.png?logo=github\n :target: https://github.com/OCA/survey/tree/15.0/survey_crm_generation\n :alt: OCA/survey\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_crm_generation\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/survey&target_branch=15.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module allows to generate leads/opportunities from surveys.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo configure the leads/opportunities generation:\n\n#. Go to the configured survey.\n#. In the *CRM* section of the *Options* tab, set *Generate leads* on.\n#. Optionally you can set default tags for the generated leads.\n#. You can set the crm team to assign the leads to.\n\nThe questions marked to be shown in the lead description will be shown there.\n\nUsage\n=====\n\nOnce the surveys are submited a lead/opportunity (depending on the default options for\nthe company) will be generated with a link to the answers.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/survey/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/survey/issues/new?body=module:%20survey_crm_generation%0Aversion:%2015.0%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* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* `Tecnativa <https://www.tecnativa.com>`_\n\n * David Vidal\n * Stefan ungureanu\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\n.. |maintainer-chienandalu| image:: https://github.com/chienandalu.png?size=40px\n :target: https://github.com/chienandalu\n :alt: chienandalu\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-chienandalu| \n\nThis module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_crm_generation>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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