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How to generate lead with existing contact information

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This question has been flagged
opportunitiescontactsleadsGeneration
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Dion

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. 


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Nguyen Quoc Dat

I didn't have that C​ustomer field.

What should I need to activate that field?

Thanks.

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Jaideep
Best Answer

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



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Julius Cutaran
Best Answer

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

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Jürgen Oskamp
Best Answer

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.

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Jaideep

Have updated the answer

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