Initial commit: OCA Technical packages (595 packages)

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Ernad Husremovic 2025-08-29 15:43:03 +02:00
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* Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

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The development of this module has been financially supported by:
* Moduon Team S.L.

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This module extends the functionality of CRM Leads to support assigning an associate partner to leads
and to allow you to check if a Lead is being worked on by an associate partner.
Also you can link a Partner to another Partner as an implementation partner.

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This module is the minimum viable product of the *website_crm_partner_assign* module.
If you have the *website* module installed and you want a more complete module, take a look at the *website_crm_partner_assign* module.
This module uses the same field names as the *website_crm_partner_assign* module, so if you want to use *website_crm_partner_assign* and don't lose data, you must install *website_crm_partner_assign* and then uninstall this module (in this order).

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To use this module, you need to:
#. Go to Lead and assign a partner to it. You can assign a partner contact too.
#. You can filter the leads by assigned partner.
#. Go to Partner form and assign an partner to it.
#. You can group Partners by assigned partner.