Working with Odoo 11 - Third Edition

Creating Leads in Odoo

Many a 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 purchased perhaps 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 Sales menu, click Leads and then the Create button to open a new lead. The following screenshot is of the form used for creating a new lead:

As you will see, the form ...