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OCA/pms · 19.0

PMS - CRM

pms_crm

AGPL-3Generic Modules/Property Management Systemv19.0.1.0.084updated 19 days ago
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Odoo Community Association

PMS - CRM

Beta License: AGPL-3 OCA/pms Translate me on Weblate Try me on Runboat

This module links the CRM pipeline to the Property Management System.

It includes:

  • Lead/Opportunity counter on properties: see how many leads reference a property directly from the property form.
  • Property counter on leads: see how many properties are linked to a lead or opportunity.
  • Smart buttons: one-click navigation between properties and CRM leads.
  • Bidirectional linking: a many-to-many relationship allows a lead to reference multiple properties and a property to appear in multiple leads.

Table of contents

Usage

Linking a Lead to a Property

  1. Open a lead or opportunity in CRM ‣ Sales ‣ Leads.
  2. In the Properties tab, add one or more properties.
  3. Save — the property's smart button updates its lead count.

Viewing Leads from a Property

  1. Open a property in Properties ‣ Properties.
  2. Click the Leads smart button.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Gray Matter Logic

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

max3903

This module is part of the OCA/pms project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.