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Why do I have missing info in my leads/customers?

By
Wes Healy
on 7/18/13, 11:05 AM 1,015 views

Hi,

I created a number of new leads with the relevant information including some internal notes. However, I've just noticed that when I go back into the individual leads the information is gone i.e. address & internal notes are blank.

Also, It would be great if somebody could explain the workflow regarding leads orpoint me to an up to date tutorial. It's a little confusing when I use "Leads" to add customer info only to find the info is added to "Customers" but "Leads" remain empty.

Wes Healy
on 7/18/13, 11:18 AM

Anyone got ideas?

Wes Healy
on 7/18/13, 3:58 PM
0

Ray Carnes

--Ray Carnes--
16009
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0.

Completed Odoo Functional and Technical Training.

Major Skills:

  • User Needs and GAP Analysis;

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I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 7/18/13, 6:46 PM

Leads are temporary records that turn in to opportunities related to new or existing customers.

Check out the documentation:

https://doc.openerp.com/book/2/3_CRM_Contacts/leads/

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Asked: 7/18/13, 11:05 AM
Seen: 1015 times
Last updated: 3/16/15, 8:10 AM