oca-technical/odoo-bringout-oca-crm-crm_lead_to_task/crm_lead_to_task

============
Lead to Task
============

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This module allows to convert leads/opportunities to tasks.

**DISCLAIMER:** This module is a forward-port of a module from Odoo S.A. and as
such, it is not included in the OCA CLA. That means we do not have a copy of the
copyright on it like all other OCA modules.

**Table of contents**

.. contents::
   :local:

Configuration
=============

#. You need to have at least "Project User" and "Salesman" permissions to be
   able to convert leads to tasks.

Usage
=====

#. Go to *CRM > Sales > My pipeline*.
#. Open one of the existing leads or create one.
#. Click on the button "Convert to Task".
#. A popup will appear asking you for a possible project for the task.
#. Click on "Create Task" button.
#. You will be redirected to the recently created task, that contains all the
   information from the lead, including attachments and messages.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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 <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_to_task%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Odoo S.A.
* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`__:

  * Pedro M. Baeza
  * Carolina Fernandez
* Ruchir Shukla <ruchir@bizzappdev.com>

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.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_lead_to_task>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.