c2c-oerpscenario team mailing list archive

["Ivan Mojsilovic \(E-75\)" <766186@xxxxxxxxxxxxxxxxxx>]

Hi,

not sure it this is the right place to report my issue or I should
create a separate bug log.

Once lead is qualified and converted to the opportunity (plus partner is
created) lead gets saved to the partner form. But that's just part of
the job needed.

It should also create a partner contact. Once we have opportunity and
partner created we don't know whom to call/contact further. We need to
go to the partner lead and copy/paste the info to create partner
contact.

As you can see, lot of manual work that's taking a to much time from the
sales. All other CRM tools have this feature and it is pretty
straightforward.

Thanks,
Ivan

-- 
You received this bug notification because you are a member of C2C
OERPScenario, which is subscribed to the OpenERP Project Group.
https://bugs.launchpad.net/bugs/766186

Title:
  Lead : Mess between info in "contact form" of the lead and contact of
  the partner link with the lead

Status in OpenERP Modules (addons):
  Confirmed

Bug description:
  During workshop on crm, we point that information in the lead form and
  in the contact form of the linked partner should be the same. But
  since you create a partner and then you change one information it's
  not anymore synchronized.

  Once a partner is created and linked with the lead, it shouldn't be
  possible to change information in the lead form about the contact.