Leads crm.lead tree,form ['|', ('type','=','lead'), ('type','=',False)] { 'default_type':'lead', 'stage_type':'lead', 'needaction_menu_ref': 'crm.menu_crm_opportunities', 'search_default_unassigned':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,form,calendar [('type','=','opportunity')] { 'stage_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