Survey CRM

survey_crm · odoo/odoo

    Repository
    odoo/odoo · module folder
    Module version
    1.0
    Category
    Marketing/Surveys
    Folder size
    0.7 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    Yes
    Website
    None
    Last tracking update
    2026-08-15 22:44:15
    Authors
    Odoo S.A.
    Maintainers
    Odoo S.A.
    Committers
    Odoo Translation Bot, Tiffany Chang (tic), Renaud Thiry, Dylan Kiss (dyki), Romain ROSANO (rros)
    Odoo dependencies
    odoo/odoo:
    - survey
    - auth_signup
    - base_setup
    - base
    - web
    - mail
    - bus
    - web_tour
    - html_editor
    - http_routing
    - gamification
    - crm
    - sales_team
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - phone_validation
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
        Bridge module between Survey and CRM.
    Enables the creation of a lead from a survey when the participant selects lead-generating answers.
    An option on the suggested answers can be activated to make them lead-generating.

    Code Analysis ⓘ

    Views touched (4)
    XML IDNameModelTypeStatus
    survey_question_view_form survey.question.form.inherit.survey.crm survey.question form Inherits survey.survey_question_form
    survey_survey_view_form survey.survey.view.form.inherit.survey.crm survey.survey form Inherits survey.survey_survey_view_form
    survey_survey_view_kanban survey.survey.view.kanban.inherit.survey.crm survey.survey kanban Inherits survey.survey_survey_view_kanban
    survey_user_input_view_form survey.user_input.view.form.inherit.survey.crm survey.user_input form Inherits survey.survey_user_input_view_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (7)

    New fields (1)
    • origin_survey_id Many2one → survey.survey
      index='btree_not_null' ondelete='set null' string='Survey' args: 'survey.survey'
    Public methods (0)

    No public methods.

    New fields (1)
    • origin_survey_ids One2many → survey.survey
      string='Survey opportunities related to the sales team' args: 'survey.survey', 'team_id'
    Public methods (0)

    No public methods.

    New fields (2)
    • generate_lead Boolean
      compute='_compute_generate_lead' help='At least one of the question answers can generate leads.' args: 'Lead Generating'
    • survey_type Selection
      related='survey_id.survey_type'
    Public methods (0)

    No public methods.

    New fields (1)
    • generate_lead Boolean
      help='Creates a lead when participants choose this answer' args: 'Lead creation'
    Public methods (0)

    No public methods.

    New fields (4)
    • generate_lead Boolean
      compute='_compute_generate_lead' store='True' args: 'Lead Generating'
    • lead_count Integer
      compute='_compute_lead_count' help='Number of leads created by this survey' args: 'Leads'
    • lead_ids One2many → crm.lead
      args: 'crm.lead', 'origin_survey_id'
    • team_id Many2one → crm.team
      index='btree_not_null' ondelete='set null' string='Assign Leads to' args: 'crm.team'
    Public methods (2)
    • action_end_session(self)
      Checks if leads need to be created for live sessions (either custom or live_session)
    • action_survey_see_leads(self)
      Shows the leads created from the current survey

    New fields (0)

    No new fields.

    Public methods (1)
    • get_survey_templates_data(self)
      @api.model

    New fields (1)
    • lead_id Many2one → crm.lead
      ondelete='set null' args: 'crm.lead'
    Public methods (1)
    • action_redirect_lead(self)
      Shows the lead associated, created from inputs

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