How to generate lead with existing contact information

Question

I want to use existing contacts stored in Odoo to create a Lead (not an Opportunity). This doesn't seem to be an option anywhere. I can only prefill existing contact information into the Lead when I convert it to an Opportunity. Is there a way to do this without converting it to an Opportunity?
I'm unsure what version of Odoo my company is using, but assume it is the latest version.

Jaideep · Accepted Answer

you can select an existing contact while creating a new lead. While converting to opportunity there is the option to link to existing contact or create new. Is there a different way you are looking to create these leads?

Updated Answer...
Yes, it seems in the later versions this field has a conditional visibility based on an invisible field Is_Partner_visible. You could use studio to make the field visible.
Select to view invisible elements, then customer field and set condition

Alternately, a

Julius Cutaran · Answer

Try doing with Odoo Studio, adding button similar to Opportunities button, but select Create Lead when you're filling-up select related field

Jürgen Oskamp · Answer

I have the same problem, but the solution described here is not working.
When you make a new lead, it is not possible to select an existing contact.
It would be far less work if you could immediately convert a contact into a lead on the contact form.

Related Posts	Besvarelser	Visninger
Private CRM view for every salesperson opportunities crm contacts leads salesperson	2 jan. 20	4344
how can a contact person or company become a lead contacts leads	1 aug. 17	5511
Marked lost opportunities cannot be found again? Løst opportunities leads	2 jul. 17	8039
Lead Generation Løst opportunities crm leads	3 maj 24	4607
How to limit access rights to particular menu items ? opportunities crm leads	3 dec. 22	25035

Dette spørgsmål er blevet anmeldt

Enjoying the discussion? Don't just read, join in!