Bỏ qua để đến Nội dung
Menu
Câu hỏi này đã bị gắn cờ
2 Trả lời
1818 Lượt xem

Hello, 


I have been trying to find out for a few days why when I create a form and synchronise it with the CRM, I don't get the option to 'Create an opportunity' on the website form. Only the 'Send an email' option appears. 


Can anyone help me?


Thanks in advance!

Ảnh đại diện
Huỷ bỏ
Câu trả lời hay nhất

Hii,

Make sure CRM is installed

Go to Apps > CRM → ensure it's installed.

Set the form model to crm.lead

Edit your website form (Website → Forms), and under “Model”, select:

crm.lead (Lead / Opportunity)


Add required fields

Add at least:

  • name (Lead title)
  • contact_name
  • email_from or phone

Odoo hides the opportunity option if essential CRM fields are missing.

Set the action to “Create an Opportunity”

If still missing:

  • Go to Website > Forms > Your Form
  • Under the “Action” section:
    • Choose “Create an opportunity”

If the option is still not there, check that the form's model_id is crm.lead.

Ảnh đại diện
Huỷ bỏ
Câu trả lời hay nhất

Hello. Select Button. In Action select More Models and then add it to you list.

Ảnh đại diện
Huỷ bỏ
Bài viết liên quan Trả lời Lượt xem Hoạt động
Lead Generation Đã xử lý
3
thg 5 24
3761
3
thg 12 22
24130
1
thg 7 24
3610
0
thg 1 22
3130
1
thg 6 20
4090