oca/oca-crm
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oca-crm/odoo-bringout-oca-crm-crm_project_create/crm_project_create/readme/USAGE.md
Ernad Husremovic 0608132c9e Add oca-crm submodule with 26 CRM modules 
🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-08-30 17:44:33 +02:00

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To use this module, you need to:

  1. Go to CRM > Sales > My Pipeline
  2. Create a new opportunity or join an existing one.
  3. Click on Create project in header.
  4. A wizard is shown to fill project name and/or project description.
  5. Click on Create project.
  6. You can see project created in page Extra Information, inside group Misc.
  7. Is you have Project: Administrator permissions, you can edit the project after creating it.