Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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.
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 default value can be set from Settings > Technical > User defined defaults on the field
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Try doing with Odoo Studio, adding button similar to Opportunities button, but select Create Lead when you're filling-up select related field
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.
Have updated the answer
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
I didn't have that Customer field.
What should I need to activate that field?
Thanks.