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odoo_source/addons/website_crm
Julien Banken e86f892a7b [IMP] crm: Duplicate leads on lead form view
PURPOSE

Duplicate lead records are an issue for CRM users
To prevent sales representatives from contacting a prospect that:

- Already refused an offer from another sales
- Already accepted an offer from another sales
- Is already discussing with another sales

The purpose of this task is to inform the CRM user that there are
some possible duplicates for one lead and let the user decide how
to handle the case.

SPECIFICATION

- Add a computed field to count the number of potential duplicates.
- Add a stat button on the form view of a lead to display the number
of potential duplicates. When the user clicks on it, the leads
considered as duplicate will be displayed in a kanban view.
- Add a lost ribbon on the kanban view to quickly visualize the lead
state since the duplicates can be lost leads.

LINKS

Task ID : 2151017

closes odoo/odoo#61834

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-03-10 14:29:50 +00:00
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