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Ticket from CRM Lead/Opportunity

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Required Apps • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
• Project (project)
• Sales (sale_management)
• Website (website)
• Employees (hr)
Community Apps Dependencies website_helpdesk_support_ticket
Technical Name helpdesk_ticket_crm_lead
License OPL-1
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Technical Name helpdesk_ticket_crm_lead
License OPL-1

1. Introduction

The Ticket from CRM Lead/Opportunity module enables bidirectional linkage between CRM and Helpdesk systems in Odoo 17. You can create helpdesk tickets directly from CRM leads or opportunities, and vice versa, ensuring smooth transitions between sales and support workflows.

2. Key Features

  • Convert CRM Lead → Helpdesk Ticket
    Add a button in CRM lead/opportunity forms to instantly create and link a Helpdesk ticket.

  • Link Back to CRM Opportunity
    After a ticket is created, a smart button appears on the ticket form to navigate back to the related CRM lead/opportunity.

  • Comprehensive Module Dependency Support
    Requires core modules: CRM, Helpdesk, Calendar, Contacts, Mail, Invoicing, Project, Sales, Website, and HR. Also depends on the website_helpdesk_support_ticket community module.

3. Benefits

  • Improved Cross-Department Coordination
    Sales and support teams stay aligned, reducing handoff delays and improving customer satisfaction.

  • Enhanced Visibility
    Smart buttons provide clear navigation between related CRM and Helpdesk records—keeping context accessible.

  • Workflow Efficiency
    Minimizes manual record creation and ensures consistency across interconnected business processes.

4. Compatibility & Technical Info

AttributeDetails
Supported Odoo VersionOdoo 17.0 (via Weodu; module designed specifically for this version)
Technical Namehelpdesk_ticket_crm_lead
DependenciesCRM, Helpdesk, Calendar, Contacts, Mail, Invoicing, Project, Sales, Website, HR; plus community website_helpdesk_support_ticket module
LicenseOdoo Proprietary License v1.0 (OPL-1)—requires valid purchase; redistribution prohibited

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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