Introduction

The module helps to organise parties as Leads, Opportunities and Parties

Details

Aim

This module implements a simple CRM framework allowing user to use the party itself as an entity to enter leads and opportunities.

Objects & Fields

crm.opportunity

• party_id: m2o party
• date: date
• title: char
• description: text
• stage: m2o: crm.opportunity.state
• lines: o2m:opportunity lines
• history: Use history feature of Tryton?
• forecast_value: float forecasted value

crm.opportunity.lines

• opportunity: m2o opportunity
• product_id: m2o product
• quantity: float

crm.opportunity.state

• date: datetime
• user: use the user field itslef?
• state: Selection Lead, Opportunity, Confirmed, Cancelled, Lost
• probability: 0%, 10%, 20%, 30% ... 90%, Hidden if not Opportunity
• comment: Should it be required field?