- Give the access rights of Salesman to communicate with customer. - !context uid: 'crm_res_users_salesman' - Customer interested in our product, so he sends request by email to get more details. - Mail script will fetch his request from mail server. Then I process that mail after read EML file. - !python {model: mail.thread}: | request_file = open(openerp.modules.module.get_module_resource('crm','test', 'customer_request.eml'),'rb') request_message = request_file.read() self.message_process(cr, uid, 'crm.lead', request_message) - After getting the mail, I check details of new lead of that customer. - !python {model: crm.lead}: | lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right ')]) assert lead_ids and len(lead_ids), "Lead is not created after getting request" lead = self.browse(cr, uid, lead_ids[0], context=context) assert not lead.partner_id, "Customer should be a new one" assert lead.name == "Fournir votre devis avec le meilleur prix.", "Subject does not match" - I reply his request with welcome message. TODO revert mail.mail to mail.compose.message (conversion to customer should be automatic). - !python {model: mail.mail}: | lead_ids = self.pool.get('crm.lead').search(cr, uid, [('email_from','=', 'Mr. John Right ')]) context.update({'active_model': 'crm.lead','active_id': lead_ids[0]}) id = self.create(cr, uid, {'body': "Merci de votre intérêt pour notre produit, nous vous contacterons bientôt. Bien à vous", 'email_from': 'sales@mycompany.com'}, context=context) try: self.send_mail(cr, uid, [id], context=context) except: pass - Now, I convert him into customer and put him into regular customer list. - !python {model: crm.lead}: | lead_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right ')]) self.handle_partner_assignation(cr, uid, lead_ids, context=context)