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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.

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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.

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Anyone got ideas?

Best Answer

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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