Skip to Content
Menu
This question has been flagged

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!

Avatar
Zrušiť
Best 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

Avatar
Zrušiť
Best 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


Thanks

Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
4
máj 16
7906
0
máj 24
1662
1
júl 23
1793
1
jún 23
2175
0
feb 16
5285