how Create a new project from a "won" opportunity in odoo12?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
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Hi,
The normal flow in Odoo is to convert sales order into projects (using service products who are configured to create tasks). So, you first convert the Opportunity to Quotation (via convert to quote button) then from this Sales Order (validate button) you can create Project and tasks. This need some configuration has to be done.
For generating the project/task from the sale order:- https://www.odoo.com/documentation/user/12.0/project/advanced/so_to_task.html
If the above flow is not preferred you can check for the addons in the odoo apps store: https://www.odoo.com/apps/modules/12.0/bi_crm_task/
I don't have the Karma to accept this answer on Compulon's behalf, but it is correct. It solved my exact same dilemma. Thanks Odoo Mates!
Hi, you can also install the module "Lead to Tasks" (crm_project) to create tasks from leads.
BR
Ricardo
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