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how to add a column for already contacted leads?

By
jean moirano
on 11/8/16, 1:56 AM 123 views

Hello to all,

on a Odoo10 server, we have a an huge list of leads to contact, is it possible to add a column in "Leads" section of Odoo

such as "Contacted" and flagged, so we can make a sort.

Thanks for help.


Ofcourse why not

deep
on 11/8/16, 3:13 AM
0
jean moirano
On 11/8/16, 8:26 PM

Hello Daryl,

thank you very much for your elaborated answer, yes I understand what you mean. I will apply your method.

Regards

0
Daryl van Sittert
On 11/8/16, 6:40 AM

It can be tempting to throw in a column here and there for a small requirement but this can often create a cluttered environment and work against you in the long run.

You should rather contact the lead and, if there is at least a 1% chance of making a sale, convert it to an opportunity.  If there is no chance of making a sale, mark it as dead.

When a lead becomes an opportunity, there is a lot more functionality on it.  I would recommend setting the next action date to assist following up.

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Asked: 11/8/16, 1:56 AM
Seen: 123 times
Last updated: 11/8/16, 8:26 PM