=======================
Survey leads generation
=======================
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:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:alt: Translate me on Weblate
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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.
If you want to fill crm.lead fields from the answers set the *CRM Lead field* you want
to fill with the given answer.
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: sha256:1b3c0375a93ebd7285d4f626194c591213e5f1fdcf00dbecbfa39e0c32fc3e5c\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\nIf you want to fill crm.lead fields from the answers set the *CRM Lead field* you want\nto fill with the given answer.\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",
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