How can I make CRM leads as a new Project.

Question

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!

Ricardo Gross · Accepted Answer

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 [1]

[1] https://odoo-community.org/shop/lead-to-task-8918?search=lead+task&version=16#attr=15693

Cybrosys Techno Solutions Pvt.Ltd · Answer

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 [1]

Thanks

[1] https://www.cybrosys.com/blog/how-to-create-task-from-sale-order-v11

Related Posts	Odpovědi	Zobrazení
Odoo Enterprise: Customize Sales Quote PDF sales.order sales_order	4 kvě 16	7892
Automate CRM leads with sales.order crm sales.order crm.lead	0 kvě 24	1627
In Sales Order, when we add product on order lines, how to lock description sales.order salesorder sales_order	1 čvc 23	1779
Section Subtotal subtotal sales.order sales_order	1 čvn 23	2157
Sales order lines are not updated when delivered quantities are entered (Version 9) service sales.order sales_order	0 úno 16	5243

This question has been flagged

Enjoying the discussion? Don't just read, join in!