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Brian Taintor

Using Odoo sh v18


I have tried to create a set of custom crm fields, for example "Asset URL". I created this field using Studio in the Lead view, added it to the form, but then when I convert the Lead to and Opportunity the field is not transferred to the opportunity. 


I then tried to go to developer/debug mode and create a new field in technical > fields and applied the field to the modelcrm.lead. But when I go to a lead in my CRM and try to add the field it is not visible in the list of possible fields to add. It is however visible on opportunities.


So how can I create a field that applies to all leads and opportunities in my crm? 

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Simon Uribe Peláez

Not sure if this is the best way to go about this, but even if Lead and Opportunity share the same form, they each use 2 different sections of the form, you can check this from checking on the invisible fields on Studio.

However, you can add an extra column and add those Fields there, and they'll show on both Opportunities and Leads.

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Odiware Technologies
Best Answer

To create a custom field that applies to both Leads and Opportunities in Odoo 18 (Odoo.sh), follow these steps:

  1. Use Studio – When adding the custom field (e.g., "Asset URL") in Studio, make sure it is added to the crm.lead model, as both Leads and Opportunities share this model.
  2. Enable Field Inheritance – Check the field settings and ensure “store” and “copy” are enabled so the value transfers when a lead is converted.
  3. Create via Developer Mode – If creating manually via Technical > Fields, ensure the field is assigned to crm.lead and has copy=True to persist across Lead → Opportunity conversion.
  4. Manually Re-add to Form View – If the field is not visible in Leads, edit the form view in Studio and manually add it back.

This ensures the field is available and retains data when converting Leads to Opportunities. 🚀

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