Odoo Help


This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.


How do I register a Business Card (i.e. create a new Lead)?

Els Van Vossel (evv)
on 6/5/14, 10:08 AM 1,099 views

I received Business Cards from new contacts I met. I want to register them in Odoo. How can I make this work?

This question has been included in the official documentation.

Els Van Vossel (evv)

--Els Van Vossel (evv)--
| 6 3 7
--Els Van Vossel (evv)--

Author of some OpenERP / Odoo books

Els Van Vossel (evv)
On 6/5/14, 10:20 AM

You can use Odoo's CRM app for this. Potential customers, in this case represented by business cards, are usually entered as a lead in Odoo. The tendancy is that you do not create a customer or a sales opportunity until you have qualified whether the lead is interesting or not.

When a qualified lead requires further actions, you can turn the lead into a sales opportunity and, eventually, a customer.

To make a new lead, go to the Sales > Sales > Leads menu and click the Create button. In the Lead form that opens, you can enter the contact data of this new potential customer and add notes. In the blue (= mandatory) Subject bar, type a brief description about the contact concerned, e.g. add more info about where you met the contact and how this person could be interesting for your company.

You can enter all contact data and even assign a priority to the lead. 

Note that the way the Address data such as zip, city and state are displayed, depends on the country set for your company in Odoo's Company Settings.

You can also enter business cards, i.e. leads for existing customers. Simply add the customer to the Customer field and related contact data from the customer form will automatically be added to the lead form.

This question has been included in the official documentation.

Med Said BARA

--Med Said BARA--
| 5 5 7
--Med Said BARA--
Med Said BARA
On 6/7/14, 11:45 AM

Try using base_vcard and crm_vcard from https://github.com/initOS/openerp-dav

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

2 follower(s)


Asked: 6/5/14, 10:08 AM
Seen: 1099 times
Last updated: 3/16/15, 8:10 AM