Leads crm.lead tree,form ['|', ('type','=','lead'), ('type','=',False)] { 'search_default_section_id': [active_id], 'search_default_open': 1, 'default_section_id': active_id, 'default_type': 'lead', 'stage_type': 'lead', }

Use leads if you need a qualification step before creating an opportunity or a customer. It can be a business card you received, a contact form filled in your website, or a file of unqualified prospects you import, etc.

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

Opportunities crm.lead kanban,tree,graph,form,calendar [('type','=','opportunity')] { 'search_default_section_id': [active_id], 'search_default_assigned_to_me': 1, 'default_section_id': active_id, 'stage_type': 'opportunity', 'default_type': 'opportunity', 'default_user_id': uid, }

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.

crm.case.section.kanban crm.case.section Case Sections - Search crm.case.section Sales Teams crm.case.section form kanban,tree,form {'search_default_personal': True}

Click here to define a new sales team.

Use sales team to organize your different salespersons or departments into separate teams. Each team will work in its own list of opportunities.

crm.case.section.form crm.case.section
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crm.case.section.tree crm.case.section child_ids kanban tree form Cases by Sales Team crm.case.section [('parent_id','=',False)] tree Sales Teams crm.case.section form

Click here to define a new sales team.

Use sales team to organize your different salespersons or departments into separate teams. Each team will work in its own list of opportunities.