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

Wes Healy
on 7/18/13, 11:05 AM 1,402 views


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

Ray Carnes

--Ray Carnes--
| 9 7 9
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

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:


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Asked: 7/18/13, 11:05 AM
Seen: 1402 times
Last updated: 3/16/15, 8:10 AM