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Hi Guys,


I got the prob that i don´t find the opportunity to add felds like Street, plz, country or even my own feelds to a new pipline. 


Is there an easy way to figure it out? 

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Автор Найкраща відповідь

Hello OdooBuddy,

I need to add fields here. I know how to komplet data for a Customer. But we have a spezific sheet wich is coming from our Homepage and there are dates like kWp or Ankel of the Roof and with is importend for ouer first personal Kontact with the Customer. 

And yes i coud put it in the Info section when i am Cklicking on the Opputunity but this is way to slow if u have a hand full of persons are doing it always like this work around.

Best Greetings 

Elias

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Найкраща відповідь

Hello Elias,

In Odoo CRM, the fields you are mentioning are to be inserted & saved in a contact / customer. Then you just need to select that specific customer for which you are creating a Lead / Opportunity.

So yes, your query is valid but once you select the customer you don't have to add Street, Country or any such details again on the CRM Lead / Opportunity.

You can connect at odoobudy@gmail.com to discuss more.

Thanks.

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