Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
In V11, I already have 'Leads - Add a qualification step before creating an opportunity' ticked in CRM/Configuration/Settings, but when I click on 'CRM' and then 'Create', the record that is created is an 'Opportunity' rather than a 'Lead'. I would like to configure it so that when clicking on the main 'CRM' menu item, the user is taken directly to the 'Leads' menu, NOT to the 'Pipeline' screen with the 'My Pipeline' filter enacted.
Is this possible without a custom module?
My suggestion would be to train users to always create a Lead first, and reinforce this training by preventing users from creating Opportunities via the Pipeline.
FYI - the reason the Pipeline menu is the default is because most businesses would want users focusing on Opportunity Management, not Lead Management - and by always taking them first to the Pipeline this is reinforced.
To prevent Opportunity creation from the Pipeline Kanban:
Create a new VIEW that inherits and overrides the kanban's create attribute (which is true by default) and make it false:
This will remove the CREATE button, and the PLUS icon that allow records to be created:
Don't forget to do the same for the List and Form views to completely eliminate the ability to CREATE an Opportunity.
That's a fantastic answer Ray, thank you. I do appreciate the usefulness of the Pipeline Kanban view and this approach preserves that as a starting point for CRM. I guess if it were possible to have the 'Create' button create a Lead instead, that would be another option, but I'm happy with this solution. You're an ornament to this community!
Having the create button generate a LEAD instead of a Opportunity would likely lead to the lead being created multiple times, because users would not see it in the Pipeline and, if they didn't understand why, may think it didn't "save" and try to create it again. I would not recommend making that change.
Fair enough.
Hello Bill Ennals,
Yes it is possible through activating the developer mode if you have administrative access to the instance and you have a little bit of technical knowledge. However this changes can lead to inappropriate behaviours some times.
Steps to do:
Activate Developer Mode:
1. Goto Settings>Technical>Menuitems
2. Find menuitem named 'CRM'
3. Edit that menuitem and set the 'Action' for that menu item to type: ir.actions.act_window and action: Leads.
@Keyur Gajjar - thanks for answering but your suggestion doesn't appear to work. I have restarted the odoo-server and also cleared the browser cache, and now clicking on the main CRM menu item makes the side CRM menu items available, but the window does not change from the previously displayed item, so for example if I click on the main 'Sales' menu item, then click on the main 'CRM' menu item, the main window continues to display the 'Quotations' window, rather than the 'Leads' window. This is in V11 CE by the way, not enterprise.
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
3
Oct 24
|
2974 | ||
|
Purpose of Closed in CRM
Solved
|
|
1
Jul 24
|
266 | |
|
1
Nov 18
|
2420 | ||
|
2
Dec 24
|
1623 | ||
|
1
Oct 24
|
95 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
