oca-technical/odoo-bringout-oca-crm-crm_partner_assign/crm_partner_assign

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CRM Partner Assign
==================

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    :alt: Alpha
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    :target: https://github.com/OCA/crm/tree/16.0/crm_partner_assign
    :alt: OCA/crm
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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.

.. 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 <https://odoo-community.org/page/development-status>`_

**Table of contents**

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   :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 <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_partner_assign%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
~~~~~~~

* Moduon

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

* Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

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 <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-Shide| 

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

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