[ADD] website_event_crm: create leads from attendees

PURPOSE

Introduce an automated tool to create leads from event registrations. Events
are a powerful source of leads as they attract attention. This leads to leads
with good quality as they mark interest while gathering contact information
which allows to follow-up.

This merge aims at automating this process by automatically creating leads
based on user-defined rules.

SPECIFICATIONS

Display group-based option for rules as registrations can now be created by
group.

LINKS

Task ID 2166679
PR #52334
Upgrade PR odoo/upgrade#1292

Co-Authored-By: Jérémy Hennecart <jeh@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
This commit is contained in:
Jérémy Hennecart
2020-06-10 16:10:28 +00:00
committed by Thibault Delavallée
co-authored by Thibault Delavallée
parent dbad574ef9
commit d8b5d1a0c5
3 changed files with 55 additions and 0 deletions
+19
View File
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# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
{
'name': 'Website Events CRM',
'version': '1.0',
'category': 'Website/Website',
'website': 'https://www.odoo.com/page/events',
'description': "Allow per-order lead creation mode",
'depends': ['event_crm', 'website_event'],
'data': [
'views/event_lead_rule_views.xml',
],
'demo': [
'data/event_crm_demo.xml',
],
'installable': True,
'auto_install': True,
}
@@ -0,0 +1,13 @@
<?xml version="1.0"?>
<odoo>
<data>
<!-- Event CRM Rule 1 -->
<record id="event_lead_rule_1" model="event.lead.rule">
<field name="name">Rule per order</field>
<field name="lead_creation_basis">order</field>
<field name="event_id" ref="event.event_0"/>
<field name="lead_user_id" ref="base.user_demo"/>
<field name="lead_tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')]),(6, 0, [ref('sales_team.categ_oppor6')])]"/>
</record>
</data>
</odoo>
@@ -0,0 +1,23 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="event_lead_rule_view_tree" model="ir.ui.view">
<field name="name">event.lead.rule.view.tree.inherit.website.event.crm</field>
<field name="model">event.lead.rule</field>
<field name="inherit_id" ref="event_crm.event_lead_rule_view_tree"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='lead_creation_basis']" position="attributes">
<attribute name="invisible">0</attribute>
</xpath>
</field>
</record>
<record id="event_lead_rule_view_form" model="ir.ui.view">
<field name="name">event.lead.rule.view.form.inherit.website.event.crm</field>
<field name="model">event.lead.rule</field>
<field name="inherit_id" ref="event_crm.event_lead_rule_view_form"/>
<field name="arch" type="xml">
<xpath expr="//group[@name='lead_creation_basis']" position="attributes">
<attribute name="invisible">0</attribute>
</xpath>
</field>
</record>
</odoo>