================== CRM Partner Assign ================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:d7416d52b55cc52565e9b0ed82ac4cda387335d70caa59a89f4abde41c7b24fb !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png :target: https://odoo-community.org/page/development-status :alt: Alpha .. |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 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github :target: https://github.com/OCA/crm/tree/16.0/crm_partner_assign :alt: OCA/crm .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_partner_assign :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| 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. .. IMPORTANT:: This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. `More details on development status `_ **Table of contents** .. contents:: :local: Installation ============ 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). Usage ===== 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. Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed `feedback `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * Moduon Contributors ~~~~~~~~~~~~ * Eduardo de Miguel (`Moduon `__) * Rafael Blasco (`Moduon `__) Other credits ~~~~~~~~~~~~~ The development of this module has been financially supported by: * Moduon Team S.L. 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. .. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px :target: https://github.com/Shide :alt: Shide Current `maintainer `__: |maintainer-Shide| This module is part of the `OCA/crm `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.