Daily updates from Odoo
Friday, March 5, 2021
1 change · master
New functionality added to Odoo
A new bridge between website appointments and CRM can automatically create a sales opportunity when a prospect books selected appointment types. The opportunity is assigned to the appointment's salesperson and sales team, tagged for appointment follow-up, and linked to a next activity so sales teams can act quickly.
Original PR description
Business Need ============= If a new prospect book a meeting with a random sales we want to have an opportunity directly created in the crm to follow up the relationship with this new prospect Feature added ============= Bridge module between website_calendar and crm This module allowed to generate opportunity based on appointement with very simple rule - Decide if the appointement type will generate an opportunity or not - Add choosen tags on the new opportunity The opportunity will always be assigned to the user of the appointment and his sales team Create a next activity with the event on the new opportunity Related: odoo/upgrade#2231