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12f8dae
[12.0][ADD] Add new module crm_lead_product
AdriaGForgeFlow Nov 28, 2018
a913a31
[UPD] README.rst
OCA-git-bot Jan 24, 2019
fee8f3b
[UPD] Update crm_lead_product.pot
oca-travis Jan 24, 2019
2ad5fe8
Added translation using Weblate (Spanish)
mvrodriguez Feb 4, 2019
cf63746
Translated using Weblate (Spanish)
mvrodriguez Feb 4, 2019
adaf70e
[UPD] README.rst
OCA-git-bot Jul 29, 2019
c337db9
Added translation using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
c103600
Added translation using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
b423ce7
Translated using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
2b7e93f
[IMP] crm_lead_product: black, isort
JoanSForgeFlow Jan 8, 2020
9558e99
[MIG] crm_lead_product: Migration to 13.0
JoanSForgeFlow Jan 9, 2020
2bc6ada
[13.0][FIX] crm_lead_product:
JoanSForgeFlow Jan 9, 2020
b2859a7
[UPD] Update crm_lead_product.pot
oca-travis Feb 27, 2020
abfefa0
[UPD] README.rst
OCA-git-bot Feb 27, 2020
03202e8
Update translation files
oca-transbot Mar 2, 2020
b15be49
pre-commit update
OCA-git-bot Mar 14, 2020
0346f03
[FIX] Clean up license links
skeller1 May 13, 2020
b83678e
[DCK] crm_claim: Add website key
victoralmau Sep 6, 2022
c742887
crm_lead_product 13.0.1.0.1
OCA-git-bot Sep 6, 2022
acad32d
Added translation using Weblate (Italian)
mymage Jun 14, 2023
1bb364c
Translated using Weblate (Italian)
mymage Jun 20, 2023
8b472ad
Translated using Weblate (Italian)
mymage Jun 21, 2023
0c60511
[UPD] README.rst
OCA-git-bot Sep 3, 2023
e5dd608
Update translation files
weblate Oct 10, 2023
5972c5c
[IMP]crm_lead_product: black, isort, prettier
GuillemCForgeFlow Mar 7, 2024
0500396
[MIG]crm_lead_product: Migration to 14.0
GuillemCForgeFlow Mar 7, 2024
d466c77
[IMP] crm_lead_product: black, isort, prettier
JasminSForgeFlow Jun 6, 2024
366d491
[MIG] crm_lead_product: Migration to 17.0
JasminSForgeFlow Jun 6, 2024
c6ad99c
[UPD] Update crm_lead_product.pot
Jun 8, 2024
4a8ea3e
[BOT] post-merge updates
OCA-git-bot Jun 8, 2024
24c0712
[MIG] crm_lead_product: Migration to 18.0
fredericgrall Nov 20, 2024
9f4e2c2
[UPD] Update crm_lead_product.pot
May 7, 2025
2779e5e
[BOT] post-merge updates
OCA-git-bot May 7, 2025
d7e5421
[IMP] crm_lead_product: We should filter for sale products only
etobella May 13, 2025
640c0f6
[BOT] post-merge updates
OCA-git-bot Jun 16, 2025
b65f55b
Added translation using Weblate (Portuguese (Brazil))
marcelsavegnago Jun 17, 2025
447182c
Added translation using Weblate (Croatian)
uvid-vlado Oct 2, 2025
92e3751
Added translation using Weblate (Croatian (hr_HR))
uvid-vlado Oct 2, 2025
2a57340
[IMP] crm_lead_product: pre-commit auto fixes
PieterPaulussen Apr 16, 2026
2b3d9b7
[MIG] crm_lead_product: Migration to 19.0
PieterPaulussen Apr 16, 2026
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112 changes: 112 additions & 0 deletions crm_lead_product/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

================
CRM Lead Product
================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:f636eb7e02b166a36d4eb0303ee7c90aa3d4c5d4c81af30e66df27d26de88ddd
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/19.0/crm_lead_product
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-19-0/crm-19-0-crm_lead_product
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=19.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows the user to link multiple products, product
categories or product templates to a lead or an opportunity in order to
be able to do a product demand forecasting taking into account the leads
and opportunities defined in Odoo.

Included in the product line there are two computed fields, the expected
revenue and prorated revenue. On one hand, the expected revenue is
computed as the selling price times the quantity. On the other hand, the
prorated revenue takes into account the probability of the opportunity
and is computed as the planned revenue times the probability.

The module also includes a reporting section where the user can easily
see in a pivot and graph view the relationship between products, stage
of the lead/opportunity and the expected or prorated revenue for that
product.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure this module to be available for the Leads the user needs to
activate the Leads option in CRM settings

Usage
=====

- Go to menu **CRM > Lead** and create or edit a Lead adding all the
products associated to it.
- Go to menu **CRM > My Pipeline** and create or edit an Opportunity
adding all the products associated to it.
- Go to menu **CRM > Reporting > Pipeline by Product** to run the report
that relates product to expected and prorated revenue per stage

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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 <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_product%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* ForgeFlow

Contributors
------------

- Adria Gil Sorribes <adria.gil@forgeflow.com>
- Guillem Casassas <guillem.casassas@forgeflow.com>
- Frederic Grall <fgr@apik.cloud>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/19.0/crm_lead_product>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions crm_lead_product/__init__.py
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# Copyright (C) 2017-2024 ForgeFlow S.L. (https://www.forgeflow.com)
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html)
from . import models
from . import report
20 changes: 20 additions & 0 deletions crm_lead_product/__manifest__.py
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# Copyright (C) 2017-2024 ForgeFlow S.L. (https://www.forgeflow.com)
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html)
{
"name": "CRM Lead Product",
"version": "19.0.1.0.0",
"category": "Customer Relationship Management",
"license": "LGPL-3",
"summary": "Adds a lead line in the lead/opportunity model in odoo",
"author": "ForgeFlow, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/crm",
"depends": ["crm", "product"],
"data": [
"security/ir.model.access.csv",
"views/crm_lead_views.xml",
"views/crm_lead_line_views.xml",
"report/crm_product_report_views.xml",
],
"installable": True,
"auto_install": False,
}
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