Add oca-crm submodule with 26 CRM modules

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Co-Authored-By: Claude <noreply@anthropic.com>
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Ernad Husremovic 2025-08-30 17:44:33 +02:00
parent 0e924979be
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* Rafael Blasco
* Jairo Llopis
* Raf Ven <raf.ven@dynapps.be>
* Nikos Tsirintanis <ntsirintanis@therp.nl>

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This module extends the functionality of CRM leads to support split first and
last name fields for contacts and allow you to port that information to and
from partners.
Since leads are expected to create partners only when needed and after
information is correctly set up, in leads there is no inverse logic to
transform the old single name in the new split names automatically. The old
single name will simply be the firstname now.

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To install this module, you need to:
* Install `OCA/partner-contact <https://github.com/OCA/partner-contact>`_ repo.

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To use this module, you need to:
* Go to *CRM > Leads > Leads > Create*.
* You have the new split fields *Firstname* and *Lastname*. Fill them.
* Press *Convert to Opportunity*.
* In *Related Customer* choose *Create a new customer*.
* Press *Create Opportunity*.
* In the new opportunity, go to *Followup* tab. There are the new fields too.
* If you go to the partner you just created, you will see that its first and
last names match those in the lead.