This module extends the functionality of sale_crm module which copies the marketing data from lead to sale and allows one to keep track of sales generated from marketing source.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0When you create a quotation from an opportunity, the marketing details (campaign, medium and source) are carried over automatically to the new quotation.
This module makes a small but useful change on the opportunity form in CRM. On an opportunity, the button that creates a new quotation now passes the marketing information of the opportunity to the quotation being created.
- The campaign, medium and source recorded on the opportunity are used as default values on the new quotation.
- The customer and the sales team of the opportunity are also carried over as defaults.
- This happens automatically when the user clicks the quotation button; no extra data entry is needed.
The change is applied to the opportunity screen (crm.lead) by extending the existing quotation button from the Sales/CRM integration. There are no new menus, no new models, no reports and no scheduled actions in this module. It only adjusts the behaviour of that button so that sales generated from a marketing source can be traced back to the campaign, medium and source that produced the lead. The module is marked as hidden, meaning it works in the background and does not add its own menu entries.
Depends on
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: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/crm.
terminal Installation and usage
OCA documentation · Odoo 12.0Installation
Source · Odoo 12.0To install this module there is no external library required.
- Nothing required at all.
Configuration
Source · Odoo 12.0To configure this module, you need to:
- Give the Technical rights to the user.
Usage
Source · Odoo 12.0To use this module, you need to:
- Go to Lead, pass the marketing details and when the lead is converted to quotation
the module will automatically copy the marketing details to the quotation.
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.