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opportunitiescrmleadswebsite_builderwebsite_crm
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Sergio Muñoz Morillo

Hello, 


I have been trying to find out for a few days why when I create a form and synchronise it with the CRM, I don't get the option to 'Create an opportunity' on the website form. Only the 'Send an email' option appears. 


Can anyone help me?


Thanks in advance!

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D Enterprise
Best Answer

Hii,

Make sure CRM is installed

Go to Apps > CRM → ensure it's installed.

Set the form model to crm.lead

Edit your website form (Website → Forms), and under “Model”, select:

crm.lead (Lead / Opportunity)


Add required fields

Add at least:

  • name (Lead title)
  • contact_name
  • email_from or phone

Odoo hides the opportunity option if essential CRM fields are missing.

Set the action to “Create an Opportunity”

If still missing:

  • Go to Website > Forms > Your Form
  • Under the “Action” section:
    • Choose “Create an opportunity”

If the option is still not there, check that the form's model_id is crm.lead.

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Saber Seyyedi
Best Answer

Hello. Select Button. In Action select More Models and then add it to you list.

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