This plugin helps to manage leads(prospective clients) in a project.
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README.rdoc

Redmine Leads plugin

This is a plugin for Redmine that can be used to track basic leads information for each project. It was created so I could track the possible clients for each project.

Features

  • Store Lead data

  • Associate Leads with a project

  • Permissions to control user access to data

Getting the plugin

A copy can be downloaded/installed/cloned from GitHub

Install

  1. Follow the Redmine plugin installation steps at: www.redmine.org/wiki/redmine/Plugins Make sure the plugin is installed to vendor/plugins/leads_plugin

  2. Setup the database using the migrations. +rake db:migrate_plugins+

  3. Login to your Redmine install as an Administrator

  4. Setup the permissions for your roles

  5. Add the “Leads module” to the enabled modules for your project

  6. The link to the plugin should appear on that project's navigation as Leads

Usage

License

This plugin is licensed under the GNU GPL v2. See LICENSE.txt and GPL.txt for details.

Project help