diff --git a/marketing_crm_partner/README.rst b/marketing_crm_partner/README.rst index f13c34ecb1c..5f596a384af 100644 --- a/marketing_crm_partner/README.rst +++ b/marketing_crm_partner/README.rst @@ -40,18 +40,27 @@ automatically when the partner is created from a lead/opportunity. Usage ===== -To use this module, you need to: - -1. Go to **CRM > Leads > Create**. -2. Fill the required fields. -3. Go to **Extra Info > Tracking** and fill those 3 fields. -4. **Save**. -5. **Convert to Opportunity**. -6. Choose the option **Customer > Create a new customer**. -7. **Create Opportunity**. -8. Click on the name of the newly linked partner. -9. Go to tab **Sales & Purchases**. -10. There you have the new fulfilled fields. +To use this module, here are the steps: + +1. If you don't have the "Leads" tab at the top menu in the crm app, go + to **Settings > CRM** and check the box **Leads**. +2. Go to **CRM > Leads > Create**. +3. Fill the required fields. +4. Go to **Extra Info > Marketing** and fill those fields: |lead view| +5. **Save**. +6. Click **Convert to Opportunity**. +7. Choose the option **Customer > Create a new customer**. |choose + customer| +8. Click **Create Opportunity**. +9. Click on the name of the newly linked partner. |new linked partner| +10. Go to tab **Sales & Purchases**. +11. There you have the new fulfilled fields in the marketing section. + |partner marketing| + +.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.drawio.svg +.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_customer.drawio.svg +.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/partner.drawio.svg +.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/partner_marketing.drawio.svg Bug Tracker =========== diff --git a/marketing_crm_partner/__manifest__.py b/marketing_crm_partner/__manifest__.py index 895104689d9..11d048bd225 100644 --- a/marketing_crm_partner/__manifest__.py +++ b/marketing_crm_partner/__manifest__.py @@ -6,7 +6,7 @@ { "name": "Tracking Fields in Partners", "summary": "Copy tracking fields from leads to partners", - "version": "16.0.1.0.0", + "version": "17.0.1.0.0", "category": "Marketing", "website": "https://github.com/OCA/crm", "author": "Tecnativa, Odoo Community Association (OCA)", diff --git a/marketing_crm_partner/readme/USAGE.md b/marketing_crm_partner/readme/USAGE.md index 70c6887e11c..18e14385b1f 100644 --- a/marketing_crm_partner/readme/USAGE.md +++ b/marketing_crm_partner/readme/USAGE.md @@ -1,12 +1,17 @@ -To use this module, you need to: +To use this module, here are the steps: -1. Go to **CRM \> Leads \> Create**. -2. Fill the required fields. -3. Go to **Extra Info \> Tracking** and fill those 3 fields. -4. **Save**. -5. **Convert to Opportunity**. -6. Choose the option **Customer \> Create a new customer**. -7. **Create Opportunity**. -8. Click on the name of the newly linked partner. -9. Go to tab **Sales & Purchases**. -10. There you have the new fulfilled fields. +1. If you don't have the "Leads" tab at the top menu in the crm app, go to **Settings \> CRM** and check the box **Leads**. +2. Go to **CRM \> Leads \> Create**. +3. Fill the required fields. +4. Go to **Extra Info \> Marketing** and fill those fields: + ![lead view](../static/description/lead_marketing.drawio.svg) +5. **Save**. +6. Click **Convert to Opportunity**. +7. Choose the option **Customer \> Create a new customer**. + ![choose customer](../static/description/lead_customer.drawio.svg) +8. Click **Create Opportunity**. +9. Click on the name of the newly linked partner. + ![new linked partner](../static/description/partner.drawio.svg) +10. Go to tab **Sales & Purchases**. +11. There you have the new fulfilled fields in the marketing section. + ![partner marketing](../static/description/partner_marketing.drawio.svg) diff --git a/marketing_crm_partner/static/description/index.html b/marketing_crm_partner/static/description/index.html index 7a43af71d18..f35882a94ac 100644 --- a/marketing_crm_partner/static/description/index.html +++ b/marketing_crm_partner/static/description/index.html @@ -388,18 +388,21 @@

Tracking Fields in Partners

Usage

-

To use this module, you need to:

+

To use this module, here are the steps:

    +
  1. If you don’t have the “Leads” tab at the top menu in the crm app, go +to Settings > CRM and check the box Leads.
  2. Go to CRM > Leads > Create.
  3. Fill the required fields.
    4. -
  4. Go to Extra Info > Tracking and fill those 3 fields.
    5. +
  5. Go to Extra Info > Marketing and fill those fields: lead view
  6. Save.
    7. -
  7. Convert to Opportunity.
    8. -
  8. Choose the option Customer > Create a new customer.
    9. -
  9. Create Opportunity.
    10. -
  10. Click on the name of the newly linked partner.
    11. +
  11. Click Convert to Opportunity.
    12. +
  12. Choose the option Customer > Create a new customer. choose customer
    13. +
  13. Click Create Opportunity.
    14. +
  14. Click on the name of the newly linked partner. new linked partner
  15. Go to tab Sales & Purchases.
    16. -
  16. There you have the new fulfilled fields.
    17. +
  17. There you have the new fulfilled fields in the marketing section. +partner marketing
diff --git a/marketing_crm_partner/static/description/lead_customer.drawio.svg b/marketing_crm_partner/static/description/lead_customer.drawio.svg new file mode 100644 index 00000000000..2f1485f57b0 --- /dev/null +++ b/marketing_crm_partner/static/description/lead_customer.drawio.svg @@ -0,0 +1,7 @@ + + + + + + + \ No newline at end of file diff --git a/marketing_crm_partner/static/description/lead_marketing.drawio.svg b/marketing_crm_partner/static/description/lead_marketing.drawio.svg new file mode 100644 index 00000000000..a0aed9f8cdb --- /dev/null +++ b/marketing_crm_partner/static/description/lead_marketing.drawio.svg @@ -0,0 +1,8 @@ + + + + + + + + \ No newline at end of file diff --git a/marketing_crm_partner/static/description/partner.drawio.svg b/marketing_crm_partner/static/description/partner.drawio.svg new file mode 100644 index 00000000000..2d938179882 --- /dev/null +++ b/marketing_crm_partner/static/description/partner.drawio.svg @@ -0,0 +1,7 @@ + + + + + + + \ No newline at end of file diff --git a/marketing_crm_partner/static/description/partner_marketing.drawio.svg b/marketing_crm_partner/static/description/partner_marketing.drawio.svg new file mode 100644 index 00000000000..c148050fc4f --- /dev/null +++ b/marketing_crm_partner/static/description/partner_marketing.drawio.svg @@ -0,0 +1,8 @@ + + + + + + + + \ No newline at end of file diff --git a/marketing_crm_partner/views/res_partner_view.xml b/marketing_crm_partner/views/res_partner_view.xml index 48046289bff..6da2e5641be 100644 --- a/marketing_crm_partner/views/res_partner_view.xml +++ b/marketing_crm_partner/views/res_partner_view.xml @@ -23,9 +23,9 @@ - - - + + +