تخطي للذهاب إلى المحتوى
القائمة
لقد تم الإبلاغ عن هذا السؤال
2 الردود
11377 أدوات العرض

Hi,

I have a lead which pipeline status is won. Now I want to lunch with the lead as Project alone. But I don't find any relation between CRM, Sales to Project. How can I get the lead in my project App?

Moreover, I'm using ODOO v11 and CRM, Sales, Project module Installed.

Thanks!

الصورة الرمزية
إهمال
أفضل إجابة

Install the "Lead to tasks" module to create tasks from leads!

BR

Ricardo

Answer update:
"Lead to tasks" is a great feature, unfortunately only available officially until version 12!
Ported forward to version 14 and surely soon to version 15 by OCA: https://odoo-community.org/shop/lead-to-task-8918?search=lead+task&version=16#attr=15693

الصورة الرمزية
إهمال
أفضل إجابة

Hi,

As Ricardo told you can install the module named "Lead to Tasks", this module will link the leads and tasks.

Also, there is the link between sales and project, have a look at this blog: How To Create Task From Sale Order v11


Thanks

الصورة الرمزية
إهمال
المنشورات ذات الصلة الردود أدوات العرض النشاط
4
مايو 16
7941
0
مايو 24
1696
1
يوليو 23
1813
1
يونيو 23
2210
0
فبراير 16
5310