October 2019
Beginner to intermediate
504 pages
12h 57m
English
Many times, it can take quite a bit of work to uncover an opportunity. In Odoo, you create leads when you need a qualification step before creating an opportunity or a customer. For example, you may receive a business card or an unqualified lead from your website. Another common situation is that leads are perhaps purchased from a mailing list and then imported into Odoo.
Let's create a new lead for a potential customer we met at a local event.
Under the CRM menu, click on Leads and then click on the Create button to open a new lead. The following screenshot is of the form used for creating a new lead:

As you can see ...
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