====================================
Register a lead directly in an event
====================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github
:target: https://github.com/OCA/event/tree/12.0/crm_lead_to_event_registration
:alt: OCA/event
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/event-12-0/event-12-0-crm_lead_to_event_registration
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/199/12.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This module allows to register a lead directly in an event when converting
this lead into a partner, so that you can save several steps.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module, you need to:
#. Go to **CRM > Configuration > Settings** and check "Leads. Add a qualification step before creating an opportunity" option.
Usage
=====
#. Go to any lead in **CRM > Pipeline > Leads**
#. Click on the button "Convert to Opportunity".
#. In the resulting screen, if the conversion action is "Convert to opportunity"
and you have selected a related partner (a new or an existing one), you will
have a section called "Event registration".
#. In that section, you can select an event, and when you click on
"Create opportunity", the partner will be registered automatically in the
event.
In any moment, you can also set a registration for an event by clicking on
button "Generate registration", located in tab "Extra info" in marketing
section in any lead or opportunity.
Known issues / Roadmap
======================
* It is necessary to check the compatibility with module *partner_event*
since when converting the Lead into Event Registration the Contact is not exactly
the same as the Attendee Partner.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/event/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 <https://github.com/OCA/event/issues/new?body=module:%20crm_lead_to_event_registration%0Aversion:%2012.0%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>`__:
* Pedro M. Baeza
* Rafael Blasco
* Jairo Llopis
* Vicent Cubells
* Cristina MartÃn
* Victor M.M. Torres
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/event <https://github.com/OCA/event/tree/12.0/crm_lead_to_event_registration>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "====================================\nRegister a lead directly in an event\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%2Fevent-lightgray.png?logo=github\n :target: https://github.com/OCA/event/tree/12.0/crm_lead_to_event_registration\n :alt: OCA/event\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/event-12-0/event-12-0-crm_lead_to_event_registration\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/199/12.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module allows to register a lead directly in an event when converting\nthis lead into a partner, so that you can save several steps.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo configure this module, you need to:\n\n#. Go to **CRM > Configuration > Settings** and check \"Leads. Add a qualification step before creating an opportunity\" option.\n\nUsage\n=====\n\n#. Go to any lead in **CRM > Pipeline > Leads**\n\n#. Click on the button \"Convert to Opportunity\".\n\n#. In the resulting screen, if the conversion action is \"Convert to opportunity\"\nand you have selected a related partner (a new or an existing one), you will\nhave a section called \"Event registration\".\n\n#. In that section, you can select an event, and when you click on\n\"Create opportunity\", the partner will be registered automatically in the\nevent.\n\nIn any moment, you can also set a registration for an event by clicking on\nbutton \"Generate registration\", located in tab \"Extra info\" in marketing\nsection in any lead or opportunity.\n\nKnown issues / Roadmap\n======================\n\n* It is necessary to check the compatibility with module *partner_event*\n since when converting the Lead into Event Registration the Contact is not exactly\n the same as the Attendee Partner.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/event/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 <https://github.com/OCA/event/issues/new?body=module:%20crm_lead_to_event_registration%0Aversion:%2012.0%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 * Pedro M. Baeza\n * Rafael Blasco\n * Jairo Llopis\n * Vicent Cubells\n * Cristina Mart\u00edn\n * Victor M.M. Torres\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/event <https://github.com/OCA/event/tree/12.0/crm_lead_to_event_registration>`_ 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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