Meetings res.partner calendar.event calendar,tree,form,gantt {'default_partner_ids': [active_id]} Opportunities crm.lead kanban,tree,form,graph,calendar [('type','=','opportunity')] { 'search_default_partner_id': active_id, 'stage_type': 'opportunity', 'default_type': 'opportunity' }

Click to create an opportunity related to this customer.

Use opportunities to keep track of your sales pipeline, 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 res.partner.kanban.inherit res.partner Opportunities Meetings view.res.partner.form.crm.inherited1 res.partner view.res.partner.form.crm.inherited.calls res.partner