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[IMP] crm_lead_firstname: pre-commit auto fixes
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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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- Rafael Blasco | ||
- Jairo Llopis | ||
- Raf Ven \<<raf.ven@dynapps.be>\> | ||
- Nikos Tsirintanis \<<ntsirintanis@therp.nl>\> |
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This module extends the functionality of CRM leads to support split | ||
first and last name fields for contacts and allow you to port that | ||
information to and from partners. Since leads are expected to create | ||
partners only when needed and after information is correctly set up, in | ||
leads there is no inverse logic to transform the old single name in the | ||
new split names automatically. The old single name will simply be the | ||
firstname now. |
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To install this module, you need to: | ||
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- Install [OCA/partner-contact](https://github.com/OCA/partner-contact) | ||
repo. |
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To use this module, you need to: | ||
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- Go to *CRM \> Leads \> Leads \> Create*. | ||
- You have the new split fields *Firstname* and *Lastname*. Fill them. | ||
- Press *Convert to Opportunity*. | ||
- In *Related Customer* choose *Create a new customer*. | ||
- Press *Create Opportunity*. | ||
- In the new opportunity, go to *Followup* tab. There are the new fields | ||
too. | ||
- If you go to the partner you just created, you will see that its first | ||
and last names match those in the lead. |
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