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From my limited time of using Odoo, it seems that Leads and Opportunities are treated as the same thing, with the only difference being Opportunities require an associated Contact record. This make configuration difficult because:

  • I would like to trigger an automation based on when a Lead is converted to an Opportunity
  • If I want to create an automation for Opportunity stages only, it still includes Leads
  • I don't want to see Leads in the default Opportunities view

and on and on...

Is this something that can be changed in Developer mode or just the way Odoo was built and cannot be changed?

Thanks.

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Best Answer

Hi,

While doing automation you can check current recored type is Lead or Opportunity  .


Hope it helps!

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