Leads crm.lead tree,kanban,form ['|', ('type','=','lead'), ('type','=',False)] { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'default_type': 'lead', }

Create a new lead

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.

Opportunities crm.lead kanban,tree,graph,form,calendar,pivot [('type','=','opportunity')] { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'default_type': 'opportunity', 'default_user_id': uid, }

Create a new lead

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.

Overdue Opportunities crm.lead kanban,tree,graph,form,calendar,pivot [('type','=','opportunity')] { 'search_default_team_id': [active_id], 'search_default_overdue_opp': 1, 'default_team_id': active_id, 'default_type': 'opportunity', 'default_user_id': uid, } Leads Analysis crm.lead {'search_default_team_id': [active_id], 'search_default_filter_create_date': 1} [] graph,pivot,tree,form Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis. 2 graph 3 pivot 4 tree Pipeline Analysis crm.lead graph,pivot,tree,form { 'search_default_team_id': [active_id], 'tree_view_ref': 'crm.crm_lead_view_tree_opportunity_reporting', 'search_default_filter_opportunity': True, 'search_default_filter_create_date': 1} [] Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the channels of the sales pipeline. crm.team.tree.inherit.crm crm.team crm.team.form.inherit crm.team 12

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