.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
===========================
Tracking Fields in Partners
===========================
This module extends the functionality of the CRM to support having the tracking
fields available in the partner and copy them there automatically when the
partner is created from a lead/opportunity.
Configuration
=============
To configure this module, you need to:
* Go to *Sales > Leads & Opportunities*.
* Configure the available sources and campaigns from the menus there.
Usage
=====
To use this module, you need to:
#. Go to *Sales > Leads > Create*.
#. Fill the required fields.
#. Go to *Extra Info > Marketing* and fill those 3 fields.
#. *Save*.
#. *Convert to Opportunity*.
#. Choose *Opportunities > Related Customer > Create a new customer*.
#. *Create Opportunity*.
#. Click on the name of the newly linked partner.
#. Go to *Sales & Purchases*.
#. There you have the new fulfilled fields.
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/111/9.0
Known issues / Roadmap
======================
* The new fields do not get copied to a lead object where you link the partner,
but this is by design, because new leads from an already-existing partner not
always come from the same campaign, source or channel.
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
smashing it by providing a detailed and welcomed feedback.
Credits
=======
Images
------
* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
Contributors
------------
* Rafael Blasco <rafael.blasco@tecnativa.com>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* Vicent Cubells <vicent.cubells@tecnativa.com>
* David Vidal <david.vidal@tecnativa.com>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.
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