Pular para o conteúdo
Menu
Esta pergunta foi sinalizada
4 Respostas
4322 Visualizações

I want to use existing contacts stored in Odoo to create a Lead (not an Opportunity). This doesn't seem to be an option anywhere. I can only prefill existing contact information into the Lead when I convert it to an Opportunity. Is there a way to do this without converting it to an Opportunity?

I'm unsure what version of Odoo my company is using, but assume it is the latest version. 


Avatar
Cancelar

I didn't have that C​ustomer field.

What should I need to activate that field?

Thanks.

Melhor resposta

you can select an existing contact while creating a new lead. While converting to opportunity there is the option to link to existing contact or create new. Is there a different way you are looking to create these leads?


Updated Answer...

Yes, it seems in the later versions this field has a conditional visibility based on an invisible field Is_Partner_visible. You could use studio to make the field visible.

Select to view invisible elements, then customer field and set condition


Alternately, a default value can be set from Settings > Technical > User defined defaults on the field



Avatar
Cancelar
Melhor resposta

Try doing with Odoo Studio, adding button similar to Opportunities button, but select Create Lead when you're filling-up select related field

Avatar
Cancelar
Melhor resposta

I have the same problem, but the solution described here is not working.

When you make a new lead, it is not possible to select an existing contact.

It would be far less work if you could immediately convert a contact into a lead on the contact form.

Avatar
Cancelar

Have updated the answer

Publicações relacionadas Respostas Visualizações Atividade
2
jan. 20
3865
1
ago. 17
4941
2
jul. 17
7396
3
mai. 24
3636
3
dez. 22
24022