crm_lead_to_task

Purpose

Enable CRM teams to turn leads or opportunities into project tasks while preserving relevant data and streamlining follow-up.

Features

crm.lead: Adds buttons to create or convert a lead into a project task, optionally archiving the lead and skipping the wizard when a company-wide project is forced.
crm.lead: Copies the lead's description, partner info, email CC, mail thread, and attachments onto the generated task.
crm.lead: Exposes a smart button with task count to review project tasks linked to the lead.
project.task: Links each task back to its originating lead and provides a smart button to open the lead form.
res.config.settings: Adds configurable options to auto-archive leads on conversion and to set a default project for new tasks.
res.company: Stores the archive-on-convert flag and forced project selection per company.
crm.lead.convert2task: Provides a wizard to pick the target project when converting a lead if no forced project is defined.