Metadata-Version: 2.1
Name: odoo-addon-transfer_client_portfolio
Version: 15.0.1.2.0.2
Requires-Python: >=3.8
Requires-Dist: odoo>=15.0a,<15.1dev
Summary: Transfer Client Portfolio Between Salespersons.
Home-page: https://github.com/sygel-technology/sy-crm
License: AGPL-3
Author: Sygel, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 15.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3

=========================
Transfer Client Portfolio
=========================

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This module allows to transfer contacts, activities and opportunities
from one user to another.

**Table of contents**

.. contents::
   :local:

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

To configure if activities have to be transfered or not by default, you
need to:

1. Go to CRM -> Configuration -> CRM and check Transfer Activities
   option.

To configure the stages of the opportunities that can be transferred,
you need to:

1. Go to CRM -> Configuration -> Stages
2. Enter the stages that you want to be transferable between users and
   check the box "Allow transfer at this stage".

Usage
=====

To use this module, you need to:

Open the CRM application and then Go to Sales and click on 'Transfer
Customer Portfolio'. In the wizard select if you want to update the
salesperson on the contacts, the Current Salesperson' and the new
Salesperson. Click on review and select the contacts/opportunities you
want to transfer and click on transfer. Once they have been transferred
you can view the record in the 'Transfer Clients Portfolios' Reports
section. In addition, you can see the previous business in the client's
file and in the opportunity.

To use it with server action, you need to:

Open the CRM application and then Select the desired opportunities in
list mode and click on "Action" button and select "Transfer selected
opportunities". In the wizard select if you want to update the
salesperson on the contacts too and the new Salesperson. Select the
contacts/opportunities you want to transfer and click on transfer. One
they have been transferred you can view the Record and see the previous
salesperson in the 'Transfer Clients Portfolios'.

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

Bugs are tracked on `GitHub Issues <https://github.com/sygel-technology/sy-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/sygel-technology/sy-crm/issues/new?body=module:%20transfer_client_portfolio%0Aversion:%2015.0%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
-------

* Sygel

Contributors
------------

- Harald Panten harald.panten@sygel.es
- Valentin Vinagre valentin.vinagre@sygel.es
- Ángel García de la Chica Herrera angel.garcia@sygel.es
- Alberto Martínez alberto.martinez@sygel.es
- Roger Sans roger.sans@sygel.es

Maintainers
-----------

This module is part of the `sygel-technology/sy-crm <https://github.com/sygel-technology/sy-crm/tree/15.0/transfer_client_portfolio>`_ project on GitHub.

You are welcome to contribute.
