Tuesday, June 16, 2020
1 change · master
New functionality added to Odoo
Event organizers can now set rules that automatically create CRM leads when people register for events. This helps sales teams follow up faster with attendees or groups of attendees, using details from registrations, orders, and event questions.
Original PR description
# Purpose This new module allows to create rules in order to generate leads from event's registrations. # Specifications A new menu, "Lead Generation", in the configuration tab of an event allows to…
# Purpose This new module allows to create rules in order to generate leads from event's registrations. # Specifications A new menu, "Lead Generation", in the configuration tab of an event allows to create rules. This rules are defined by conditions (event, event categories, domain on registration, ...) and the creation of rule can be done in 2 ways : - Per Attendee, which creates a lead for each registration (B2C) - Per Order, which creates a lead for a set of registrations (B2B) (visible only when event_sale or website_event is installed) The flow of creation is as follow: When registrations are created we will check if any rules applies to them. To be applied : - The rule must be active - If the company is set on the rule, it must match - If the event category and the event aren't specified, it's always OK - If only one of them is set, it must match - If both of them are set, one must match - If a domain on the registration is set, it must match When the conditions are matched, it will create the lead with information based on the rule (lead type, salesperson, sales team, tags) and the registration (name, contact_name, email, ...) Once a lead is created for an event registration, a stat button displays the number of leads created for the event of the registration and on the lead form, a stat button displays all registrations linked to the lead. See sub commit for more detail. Task ID : 2166679