crm_partner_assign

Purpose

Extends CRM leads and partners to manage partner assignments and implementation relationships.

Features

crm.lead: Allows assigning a partner contact to a lead and automatically stores the corresponding commercial partner.
crm.lead: Captures the date of the most recent partner assignment to support auditing of lead delegation.
crm.lead: Preserves partner assignment data when merging duplicates and exposes the assignment fields in forms, lists, and search filters for grouping.
res.partner: Lets partners declare their implementation partner, review linked implementee records, and see the total count.