Stages crm.case.stage form [('object_id.model', '=', 'crm.lead')] {'object_id':'crm.lead'} Create specific stages that will help your sales better organise their sales pipeline by maintaining them to their leads and sales opportunities. It will allow them to easily track how is positioned a specific lead or opportunity in the sales cycle. Categories crm.case.categ form {'object_id': 'crm.lead'} [('object_id.model', '=', 'crm.lead')] Create specific categories that fit your company's activities in order to better classify and analyse them after they have been maintained in your leads and opportunities. You can use categories to reflect your product structure or the different types of sales you do. CRM - Leads Form crm.lead form