This module extends the functionality of CRM Leads to support assigning an associate partner to leads and to allow you to check if a Lead is being worked on by an associate partner. Also you can link a Partner to another Partner as an implementation partner.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Assign an associate partner (and a contact person) to CRM leads and opportunities, and link partners to the partner who implements for them. Track and group leads by assigned partner.
This module adds partner assignment to CRM leads and opportunities, and a partner-to-partner implementation link.
On a lead or opportunity you get two new fields: 'Assigned Partner Contact' (a person, restricted to non-company contacts) and 'Assigned Partner' (the company of that contact, filled automatically and read-only). A 'Partner Assignment Date' is set automatically to today's date when an assigned partner is present, and cleared when it is removed. These fields are also kept when duplicate leads are merged.
Where it appears: - Lead and opportunity forms show the assigned contact and partner near the customer information. - Lead and opportunity lists can show both columns (hidden by default). - Lead and opportunity searches allow filtering by assigned partner and grouping by 'Assigned partner'.
On a contact/company form, a field 'Implemented by' lets you point to the partner who implements for that partner, with a reverse list of 'Implementation References' and a stored count of those references. This field is only visible to users with technical settings access. The contact search view also offers grouping by assigned partner.
No emails, scheduled jobs or blocking rules are added; the module only stores and displays this assignment information.
Depends on
Models and fields (2)
- crm.lead · extends an existing modeldate_partner_assign (Partner Assignment Date), partner_assigned_id (Assigned Partner), partner_contact_assigned_id (Assigned Partner Contact)
- res.partner · extends an existing modelassigned_partner_id (Implemented by), implemented_partner_ids (Implementation References), implemented_partner_count
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 5 confirmed, 4 with no information of 9 versions.
Sources · Odoo 15.0
Confirmed on 2026-11-03 in branch 15.0 of OCA/crm.
terminal Installation and usage
OCA documentation · Odoo 19.0Installation
Source · Odoo 19.0This module is the minimum viable product of the website_crm_partner_assign module. If you have the website module installed and you want a more complete module, take a look at the website_crm_partner_assign module. This module uses the same field names as the website_crm_partner_assign module, so if you want to use website_crm_partner_assign and don't lose data, you must install website_crm_partner_assign and then uninstall this module (in this order).
Usage
Source · Odoo 19.0To use this module, you need to:
- Go to Lead and assign a partner to it. You can assign a partner contact too.
- You can filter the leads by assigned partner.
- Go to Partner form and assign an partner to it.
- You can group Partners by assigned partner.
No verified information in OCA: Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.