Jérémy HennecartandThibault Delavallée
d8b5d1a0c5
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>
14 lines
541 B
XML
14 lines
541 B
XML
<?xml version="1.0"?>
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<odoo>
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<data>
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<!-- Event CRM Rule 1 -->
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<record id="event_lead_rule_1" model="event.lead.rule">
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<field name="name">Rule per order</field>
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<field name="lead_creation_basis">order</field>
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<field name="event_id" ref="event.event_0"/>
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<field name="lead_user_id" ref="base.user_demo"/>
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<field name="lead_tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')]),(6, 0, [ref('sales_team.categ_oppor6')])]"/>
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</record>
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</data>
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</odoo>
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