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[IMP] crm_partner_assign: pre-commit auto fixes
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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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- Eduardo de Miguel ([Moduon](https://www.moduon.team/)) | ||
- Rafael Blasco ([Moduon](https://www.moduon.team/)) |
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crm_partner_assign/readme/CREDITS.rst → crm_partner_assign/readme/CREDITS.md
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The development of this module has been financially supported by: | ||
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* Moduon Team S.L. | ||
- Moduon Team S.L. |
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This module extends the functionality of CRM Leads to support assigning | ||
an associate partner to leads and to allow you to check if a Lead is | ||
being worked on by an associate partner. Also you can link a Partner to | ||
another Partner as an implementation partner. |
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This module is the minimum viable product of the | ||
*website_crm_partner_assign* module. If you have the *website* module | ||
installed and you want a more complete module, take a look at the | ||
*website_crm_partner_assign* module. This module uses the same field | ||
names as the *website_crm_partner_assign* module, so if you want to use | ||
*website_crm_partner_assign* and don't lose data, you must install | ||
*website_crm_partner_assign* and then uninstall this module (in this | ||
order). |
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To use this module, you need to: | ||
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1. Go to Lead and assign a partner to it. You can assign a partner | ||
contact too. | ||
2. You can filter the leads by assigned partner. | ||
3. Go to Partner form and assign an partner to it. | ||
4. You can group Partners by assigned partner. |
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