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Register a lead directly in an event

crm_lead_to_event_registration folder_open OCA/event open_in_new
Marketing License: AGPL-3

This module allows to register a lead directly in an event when converting this lead into a partner, so that you can save several steps.

auto_awesome What this module does

AI-generated from the code · Odoo 12.0

Register a lead or opportunity directly into an event, creating an event registration from the lead's contact details. The registration is confirmed automatically when the lead is won and cancelled when it is lost.

This module links CRM leads and opportunities to event registrations, so you can turn a lead into an event attendee without re-typing contact information.

On a lead or opportunity form you get a new 'Event registration' field and a 'Generate registration' button. The button opens a small window where you pick the event; after accepting, a registration is created using the lead's contact name, partner, email and phone. The button disappears once a registration is linked.

The same option is added to the standard 'Convert to opportunity' wizard: a new 'Event registration' section lets you choose an event, and when you apply the wizard the registration is created for the selected leads.

Business rules run automatically: whenever a lead is saved or updated, Odoo checks its status. If the lead is marked as won, the linked registration is confirmed; if the lead is lost, the registration is cancelled.

It touches the crm.lead model (new field and buttons), the lead-to-opportunity wizard, and creates registrations in event.registration. A small helper window (crm.lead.event.pick) is used only to choose the event.

Depends on

crmevent
Models and fields (3)
  • crm.lead · extends an existing modelevent_registration_id (Event registration)
  • crm.lead.event.pick · new modellead_id, event_id
  • crm.lead2opportunity.partner · extends an existing modelevent_id (Create registration in this event)

Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 12.0

Configuration

Source · Odoo 12.0

To configure this module, you need to:

  • Go to CRM > Configuration > Settings and check "Leads. Add a qualification step before creating an opportunity" option.

Usage

Source · Odoo 12.0
  • Go to any lead in CRM > Pipeline > Leads
  • Click on the button "Convert to Opportunity".
  • In the resulting screen, if the conversion action is "Convert to opportunity"

and you have selected a related partner (a new or an existing one), you will have a section called "Event registration".

  • In that section, you can select an event, and when you click on

"Create opportunity", the partner will be registered automatically in the event.

In any moment, you can also set a registration for an event by clicking on button "Generate registration", located in tab "Extra info" in marketing section in any lead or opportunity.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.