helpdesk_mgmt_crm

Link between Helpdesk and CRM

This module allows you to convert a helpdesk ticket into an opportunity, transferring its messages, and keeping both linked.

Table of contents

• Usage
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Usage

1. Go to Helpdesk > Tickets and create a new one or enter one.
2. Click on "Convert to opportunity" button.
3. A wizard will be displayed to set user and sales team if you want.
4. Click on "Create opportunity" button.
5. An opportunity will have been created with the ticket data and the messages will have been copied.
6. The related ticket will be displayed so you can return to it.
7. An "Opportunity(ies)" smart-button is also displayed on the ticket.

Bug Tracker

Bugs are tracked on GitHub 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.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Tecnativa

Contributors

• Tecnativa:
  • Víctor Martínez
  • Pedro M. Baeza
  • Pilar Vargas

Maintainers

This module is maintained by the OCA.

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.

Current maintainer:

This module is part of the OCA/helpdesk project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.