oca-technical/odoo-bringout-oca-crm-marketing_crm_partner/marketing_crm_partner

===========================
Tracking Fields in Partners
===========================

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This module extends the functionality of the CRM to support having the tracking
fields available in the partner and copy them there automatically when the
partner is created from a lead/opportunity.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

#. Go to **CRM > Leads > Create**.
#. Fill the required fields.
#. Go to **Extra Info > Tracking** and fill those 3 fields.
#. **Save**.
#. **Convert to Opportunity**.
#. Choose the option **Customer > Create a new customer**.
#. **Create Opportunity**.
#. Click on the name of the newly linked partner.
#. Go to tab **Sales & Purchases**.
#. There you have the new fulfilled fields.

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:%20marketing_crm_partner%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
~~~~~~~

* Tecnativa

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

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

  * Rafael Blasco <rafael.blasco@tecnativa.com>
  * Jairo Llopis <jairo.llopis@tecnativa.com>
  * Vicent Cubells <vicent.cubells@tecnativa.com>
  * David Vidal <david.vidal@tecnativa.com>
  * Cristina Martin R. <cristina.martin@tecnativa.com>
  * Marcel Savegnago <marcel.savegnago@escodoo.com.br>
  * Ahmet Yiğit Budak <yigit@altinkaya.com.tr>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

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   :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/marketing_crm_partner>`_ project on GitHub.

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