Thibault Delavallée
a830ceaaf9
PURPOSE Allow sales reps to add a closing note to their lead while it is being marked as lost. This is currently already done by a lot of sales reps but manually with the "Log a Note" button. SPECIFICATIONS In ``Lost Reason`` model: add a new html field allowing to log a note on the lost leads. Below the m2o, add an Extra Comment field where users can add a "closing note". When the wizard is submitted, log this message as a note on selected records. Add tests, allowing to test both the wizard and this new feature. Task-2671709 Part-of: odoo/odoo#78648
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
To learn the software, we recommend the Odoo eLearning, or Scale-up, the business game. Developers can start with the developer tutorials