crm.lead.tag.form crm.lead.tag
crm.lead.tag.tree crm.lead.tag crm.lead.form.lead crm.lead
Won
crm.lead.pivot.lead crm.lead crm.lead.graph.lead crm.lead crm.lead.tree.lead crm.lead crm.lead.calendar.lead crm.lead crm.lead.form.simple crm.lead 1000
Create an Opportunity crm.lead form form new crm.lead.kanban.lead crm.lead crm.lead.search.lead crm.lead crm.lead.form.opportunity crm.lead 20
Lost
Won
crm.lead.tree.opportunity crm.lead crm.lead.tree.opportunity.next.activity crm.lead crm.lead.search.opportunity crm.lead crm.lost.reason.view.search crm.lost.reason crm.lost.reason.form crm.lost.reason
Mark as lost code if record: action_values = env.ref('crm.crm_lead_lost_action').read()[0] action_values.update({'context': context}) action = action_values Mark as lost Leads crm.lead tree,graph,pivot,calendar,form ['|', ('type','=','lead'), ('type','=',False)] { 'default_type':'lead', 'search_default_type': 'lead', 'needaction_menu_ref': 'crm.menu_crm_opportunities', 'search_default_to_process':1, }

Use leads if you need a qualification step before creating an opportunity or a customer. It can be a business card you received, a contact form filled in your website, or a file of unqualified prospects you import, etc.

Once qualified, the lead can be converted into a business opportunity and/or a new customer in your address book.

Opportunities crm.lead kanban,tree,graph,pivot,form,calendar [('type','=','opportunity')] { 'default_type': 'opportunity', 'default_user_id': uid }

Odoo helps you keep track of your sales pipeline to follow up potential sales and better forecast your future revenues.

You will be able to plan meetings and phone calls from opportunities, convert them into quotations, attach related documents, track all discussions, and much more.

kanban tree form My Pipeline code action = model.action_your_pipeline() Your Pipeline crm.lead kanban,tree,graph,pivot,form,calendar [('type','=','opportunity')] { 'default_type': 'opportunity', 'default_user_id': uid, 'search_default_assigned_to_me': 1, }

Odoo helps you keep track of your sales pipeline to follow up potential sales and better forecast your future revenues.

You will be able to plan meetings and phone calls from opportunities, convert them into quotations, attach related documents, track all discussions, and much more.

Next Activities ir.actions.act_window crm.lead tree,form,kanban,calendar,pivot,graph [('type','=','opportunity'), ('date_action', '!=', False)] { 'default_type': 'opportunity', 'default_user_id': uid, 'search_default_assigned_to_me': 1 }

Here is the list of your next activities. Those are linked to your opportunities. To set a next activity, go on an opportunity and add one. It will then appear in this list.

Lead Tags crm.lead.tag form

Click to define a new sales tag.

Create specific tags that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.

Lost Reasons crm.lost.reason form tree,form

Click to define a new lost reason.

Use lost reasons to explain why an opportunity is lost.

Some examples of lost reasons: "We don't have people/skill", "Price too high"