Leads crm.lead tree,form ['|', ('type','=','lead'), ('type','=',False)] {'default_type':'lead', 'stage_type':'lead'}

Click to create an unqualified lead.

A lead is usually the first step in your sales cycle. It can be a contact with a new prospect, a company you target, a contact form filled in your website, etc.

Once qualified, the lead can be converted into a business opportunity and a new customer in your address book.

tree form Opportunities crm.lead kanban,tree,graph,form,calendar [('type','=','opportunity')] {'stage_type': 'opportunity', 'default_type': 'opportunity'}

Click to create a new opportunity.

OpenERP helps you keep track of your sales pipeline to follow up potential sales and better forecast your future revenues.

You will be able to plan meetings and phone calls from opportunities, convert them into quotations, attach related documents, track all discussions, and much more.

kanban tree form