Metadata-Version: 2.1
Name: odoo11-addon-crm-lead-to-event-registration
Version: 11.0.1.0.0.99.dev2
Summary: Register a lead directly in an event
Home-page: https://github.com/OCA/event
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=2.7, !=3.0.*, !=3.1.*, !=3.2.*, !=3.3.*, !=3.4.*
Requires-Dist: odoo (<11.1dev,>=11.0a)

====================================
Register a lead directly in an event
====================================

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This module allows to register a lead directly in an event when converting
this lead into a partner, so that you can save several steps.

**Table of contents**

.. contents::
   :local:

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

To configure this module, you need to:

#. Go to **CRM > Configuration > Settings** and check "Leads. Add a qualification step before creating an opportunity" option.

Usage
=====

#. Go to any lead in **CRM > Pipeline > Leads**

#. Click on the button "Convert to Opportunity".

#. In the resulting screen, if the conversion action is "Convert to opportunity"
and you have selected a related partner (a new or an existing one), you will
have a section called "Event registration".

#. In that section, you can select an event, and when you click on
"Create opportunity", the partner will be registered automatically in the
event.

In any moment, you can also set a registration for an event by clicking on
button "Generate registration", located in tab "Extra info" in marketing
section in any lead or opportunity.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/event/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/event/issues/new?body=module:%20crm_lead_to_event_registration%0Aversion:%2011.0%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>`__:

  * Pedro M. Baeza
  * Rafael Blasco
  * Jairo Llopis
  * Vicent Cubells
  * Cristina Martín

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/event <https://github.com/OCA/event/tree/11.0/crm_lead_to_event_registration>`_ project on GitHub.

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


