=================================
Helpdesk Ticket to Lead
=================================
..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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.. |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
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This module extends the functionality of the Helpdesk by allowing users to convert a Helpdesk Ticket into a CRM Lead. This can be particularly useful when a customer contacts your company with an issue that represents a potential business opportunity.
By converting the ticket into a lead, you can track and manage this opportunity through the sales pipeline.
**Table of contents**
.. contents::
:local:
Configuration
=============
No specific configuration is required for this module. It will work out-of-the-box with your existing Helpdesk and CRM configurations.
Usage
=====
To use this module, you need to:
1. Go to Helpdesk > Tickets
2. Open a ticket that you believe has the potential to turn into a business opportunity
3. Click on the "Convert to Lead" button available in the action menu of the ticket
4. The system will create a new lead associated with the customer from the ticket, and you will be redirected to the newly created lead
5. You can now manage this lead through the sales pipeline as you would with any other lead
Known issues / Roadmap
======================
There are no known issues at the moment.
Bug Tracker
===========
Bugs are tracked on `GitLab Issues <https://gitlab.com/somitcoop/erp-research/odoo-helpdesk/-/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.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Som It Cooperatiu SCCL
* Som Connexió SCCL
Contributors
~~~~~~~~~~~~
* `SomIT SCCL <https://somit.coop>`_:
* José Robles <jose.robles@somit.coop>
* Álvaro Mellado <alvaro.mellado@somit.coop>
* Álvaro García <alvaro.garcia@somit.coop>
* Juan Manuel Regalado <juanmanuel.regalado@somit.coop>
* `Som Connexió SCCL <https://somconnexio.coop>`_:
* Gerard Funosas <gerard.funosas@somconnexio.coop>
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.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=================================\nHelpdesk Ticket to Lead\n=================================\n\n..\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:fa88a5911e9d75e4ccaee78931e61a91ccfe34e0de09254e0edd30ad0752f428\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\n|badge1| |badge2|\n\n\nThis module extends the functionality of the Helpdesk by allowing users to convert a Helpdesk Ticket into a CRM Lead. This can be particularly useful when a customer contacts your company with an issue that represents a potential business opportunity.\n\nBy converting the ticket into a lead, you can track and manage this opportunity through the sales pipeline.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nNo specific configuration is required for this module. It will work out-of-the-box with your existing Helpdesk and CRM configurations.\n\nUsage\n=====\n\nTo use this module, you need to:\n\n1. Go to Helpdesk > Tickets\n2. Open a ticket that you believe has the potential to turn into a business opportunity\n3. Click on the \"Convert to Lead\" button available in the action menu of the ticket\n4. The system will create a new lead associated with the customer from the ticket, and you will be redirected to the newly created lead\n5. You can now manage this lead through the sales pipeline as you would with any other lead\n\nKnown issues / Roadmap\n======================\n\nThere are no known issues at the moment.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitLab Issues <https://gitlab.com/somitcoop/erp-research/odoo-helpdesk/-/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 feedback.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Som It Cooperatiu SCCL\n* Som Connexi\u00f3 SCCL\n\nContributors\n~~~~~~~~~~~~\n\n* `SomIT SCCL <https://somit.coop>`_:\n\n * Jos\u00e9 Robles <jose.robles@somit.coop>\n * \u00c1lvaro Mellado <alvaro.mellado@somit.coop>\n * \u00c1lvaro Garc\u00eda <alvaro.garcia@somit.coop>\n * Juan Manuel Regalado <juanmanuel.regalado@somit.coop>\n\n* `Som Connexi\u00f3 SCCL <https://somconnexio.coop>`_:\n\n * Gerard Funosas <gerard.funosas@somconnexio.coop>\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\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n",
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