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How to assign a campaign to a lead or opportunity in OpenERP 7.0?

By
Bruno Girin
on 5/16/14, 1:04 PM 1,026 views

I am using OpenERP 7.0 installed on our own servers. I managed to create campaigns by going to Sales -> Configuration -> Leads & Opportunities -> Campaigns and I found out how to filter my leads by campaigns, as detailed in the documentation. However, I can't find how to associate the lead or opportunity to a campaign in the first place: there is no "campaign" field on the lead or opportunity form and it's not in the "categories" field either.

What do I need to do in order to be able to assign my leads and opportunities to particular campaigns?

0
TecDiSol
On 4/13/15, 6:58 PM

as "Kurt Haselwimmer"

says

"I see the field under the extra info tab in leads"


i could not see that field.

but after i installed this modules. it now works.


Marketing

document

Marketing Campaigns

Mass Mailing Campaigns



0
Kurt Haselwimmer
On 11/24/14, 1:46 AM

I see the field under the extra info tab in leads - perhaps you need to install additional marketing modules to see this field.

 

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Asked: 5/16/14, 1:04 PM
Seen: 1026 times
Last updated: 5/7/15, 6:53 PM