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Link between Helpdesk and CRM

helpdesk_mgmt_crm folder_open OCA/helpdesk open_in_new
After-Sales License: AGPL-3

This module allows you to convert a helpdesk ticket into an opportunity, transferring its messages, and keeping both linked.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets salespeople turn a helpdesk ticket into a CRM opportunity in one click, copying the ticket's messages and followers, and keeps a link between the ticket and the opportunity.

This module connects the Helpdesk app with the CRM app so a support ticket can become a sales opportunity without retyping anything.

On a helpdesk ticket form, salespeople see a "Convert to opportunity" button in the header. It opens a small pop-up where they can choose the salesperson and the sales team, then press "Create opportunity". The new opportunity is created with the ticket's subject, customer, description and the ticket's assigned user, and it is set as an opportunity type.

When the conversion happens, the ticket's followers are subscribed to the new opportunity, the ticket's messages are copied onto it, and a note is added to the ticket saying it has been converted, with a link to the opportunity.

A stat button on the ticket shows how many opportunities are linked to it; clicking it opens the list of those opportunities. On the opportunity side, a "Helpdesk Ticket" field shows the related ticket, and it can also be used to filter opportunities. The ticket list can be searched by linked opportunities.

These fields and buttons are only visible to users with the appropriate sales or helpdesk rights.

Depends on

helpdesk_mgmtcrm
Models and fields (3)
  • crm.lead · extends an existing modelticket_id (Helpdesk Ticket)
  • helpdesk.ticket · extends an existing modellead_ids (Opportunity(ies)), lead_count (Opportunity Count)
  • helpdesk.ticket.create.lead · new modelteam_id, user_id, ticket_id

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

Confirmation status: 6 confirmed, 3 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0
  • Go to Helpdesk \> Tickets and create a new one or enter one.
  • Click on "Convert to opportunity" button.
  • A wizard will be displayed to set user and sales team if you want.
  • Click on "Create opportunity" button.
  • An opportunity will have been created with the ticket data and the messages will have been copied.
  • The related ticket will be displayed so you can return to it.
  • An "Opportunity(ies)" smart-button is also displayed on the ticket.

No verified information in OCA: Installation, Configuration.

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.