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[IMP] crm_lead_to_task: pre-commit auto fixes
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@@ -17,22 +17,22 @@ Lead to Task | |
| :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html | ||
| :alt: License: LGPL-3 | ||
| .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github | ||
| :target: https://github.com/OCA/crm/tree/16.0/crm_lead_to_task | ||
| :target: https://github.com/OCA/crm/tree/17.0/crm_lead_to_task | ||
| :alt: OCA/crm | ||
| .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
| :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_lead_to_task | ||
| :target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_lead_to_task | ||
| :alt: Translate me on Weblate | ||
| .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
| :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0 | ||
| :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0 | ||
| :alt: Try me on Runboat | ||
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| |badge1| |badge2| |badge3| |badge4| |badge5| | ||
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| This module allows to convert leads/opportunities to tasks. | ||
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||
| **DISCLAIMER:** This module is a forward-port of a module from Odoo S.A. and as | ||
| such, it is not included in the OCA CLA. That means we do not have a copy of the | ||
| copyright on it like all other OCA modules. | ||
| **DISCLAIMER:** This module is a forward-port of a module from Odoo S.A. | ||
| and as such, it is not included in the OCA CLA. That means we do not | ||
| have a copy of the copyright on it like all other OCA modules. | ||
|
|
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| **Table of contents** | ||
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@@ -42,50 +42,52 @@ copyright on it like all other OCA modules. | |
| Configuration | ||
| ============= | ||
|
|
||
| #. You need to have at least "Project User" and "Salesman" permissions to be | ||
| able to convert leads to tasks. | ||
| 1. You need to have at least "Project User" and "Salesman" permissions | ||
| to be able to convert leads to tasks. | ||
|
|
||
| Usage | ||
| ===== | ||
|
|
||
| #. Go to *CRM > Sales > My pipeline*. | ||
| #. Open one of the existing leads or create one. | ||
| #. Click on the button "Convert to Task". | ||
| #. A popup will appear asking you for a possible project for the task. | ||
| #. Click on "Create Task" button. | ||
| #. You will be redirected to the recently created task, that contains all the | ||
| information from the lead, including attachments and messages. | ||
| 1. Go to *CRM > Sales > My pipeline*. | ||
| 2. Open one of the existing leads or create one. | ||
| 3. Click on the button "Convert to Task". | ||
| 4. A popup will appear asking you for a possible project for the task. | ||
| 5. Click on "Create Task" button. | ||
| 6. You will be redirected to the recently created task, that contains | ||
| all the information from the lead, including attachments and | ||
| messages. | ||
|
|
||
| Bug Tracker | ||
| =========== | ||
|
|
||
| Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_. | ||
| In case of trouble, please check there if your issue has already been reported. | ||
| If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
| `feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_to_task%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
| `feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_to_task%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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| Do not contact contributors directly about support or help with technical issues. | ||
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| Credits | ||
| ======= | ||
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| Authors | ||
| ~~~~~~~ | ||
| ------- | ||
|
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| * Odoo S.A. | ||
| * Tecnativa | ||
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| Contributors | ||
| ~~~~~~~~~~~~ | ||
| ------------ | ||
|
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| * `Tecnativa <https://www.tecnativa.com>`__: | ||
| - `Tecnativa <https://www.tecnativa.com>`__: | ||
|
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| * Pedro M. Baeza | ||
| * Carolina Fernandez | ||
| * Ruchir Shukla <[email protected]> | ||
| - Pedro M. Baeza | ||
| - Carolina Fernandez | ||
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| - Ruchir Shukla <[email protected]> | ||
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| Maintainers | ||
| ~~~~~~~~~~~ | ||
| ----------- | ||
|
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| This module is maintained by the OCA. | ||
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@@ -97,6 +99,6 @@ OCA, or the Odoo Community Association, is a nonprofit organization whose | |
| mission is to support the collaborative development of Odoo features and | ||
| promote its widespread use. | ||
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| This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_lead_to_task>`_ project on GitHub. | ||
| This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_lead_to_task>`_ project on GitHub. | ||
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| You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. | ||
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| @@ -0,0 +1,3 @@ | ||
| [build-system] | ||
| requires = ["whool"] | ||
| build-backend = "whool.buildapi" |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,2 @@ | ||
| 1. You need to have at least "Project User" and "Salesman" permissions | ||
| to be able to convert leads to tasks. |
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| @@ -0,0 +1,4 @@ | ||
| - [Tecnativa](https://www.tecnativa.com): | ||
| - Pedro M. Baeza | ||
| - Carolina Fernandez | ||
| - Ruchir Shukla \<<[email protected]>\> |
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|---|---|---|
| @@ -0,0 +1,5 @@ | ||
| This module allows to convert leads/opportunities to tasks. | ||
|
|
||
| **DISCLAIMER:** This module is a forward-port of a module from Odoo S.A. | ||
| and as such, it is not included in the OCA CLA. That means we do not | ||
| have a copy of the copyright on it like all other OCA modules. |
This file was deleted.
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,8 @@ | ||
| 1. Go to *CRM \> Sales \> My pipeline*. | ||
| 2. Open one of the existing leads or create one. | ||
| 3. Click on the button "Convert to Task". | ||
| 4. A popup will appear asking you for a possible project for the task. | ||
| 5. Click on "Create Task" button. | ||
| 6. You will be redirected to the recently created task, that contains | ||
| all the information from the lead, including attachments and | ||
| messages. |
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