Files
odoo_source/addons/iap/static/src
fleodoo 1a36d98e5f [ADD] crm_iap_lead_enrich: enrich leads based on email address
PURPOSE

Allow the user to enrich a lead based on the domain of the email address of
the client.

SPECIFICATIONS

Following fields will be populated if found using clearbit and if they are
not yet populated :

* description
* partner_name
* reveal_id
* website
* street, street2, zip, city, country_id, state_id
* phone (using the first number found in clearbit)
* mobile (using the second number found in clearbit, else the same as phone)

A message will also be logged in the chatter.

If no data is found using clearbit no credit is used and a message will be
logged. If the user has no credits he will be redirected to buy credits for
the service.

It is possible to enrich using the 'enrich' action in listview or with a
cron that will run every hour on leads not older than 1 hour.

Add a "Lead Enrichment" setting in CRM installing lead enrichment.

LINKS

Task 193185

closes odoo/odoo#36419

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2019-09-05 15:17:14 +00:00
..
2019-02-11 08:44:38 +00:00