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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To configure this module, you need to:
* Go to Project
* Create a project with right configuration in order that all salesman have access (usually all employees)
* Go to CRM > Configuration > Project
* Set crm default project

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* Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

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This module allow create task from leads/opportunities

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#. Go to *CRM > Sales > My pipeline*.
#. Open one of the existing leads or create one.
#. Click on the button "Create Task".
#. A popup will appear asking you name and description for create task.
#. Click on "Create Task" button.
#. A task will be created with project in settings.
#. A message chatter will be created in task with link for lead/opportunity. Also, a message chatter will be creat in lead/opportunity with link for task.