view.res.partner.form.crm.inherited1 res.partner form view.res.partner.tree.crm.inherited2 res.partner tree view.res.partner.search.crm.inherited3 res.partner search Meetings res.partner crm.meeting calendar,tree,form,gantt {'search_default_partner_id': active_id} Opportunities crm.lead kanban,tree,form,graph,calendar [('type','=','opportunity')] {'search_default_partner_id': active_id, 'stage_type': 'opportunity', 'default_type': 'opportunity'} With opportunities you can manage and keep track of your sales pipeline by creating specific customer- or prospect-related sales documents to follow up potential sales. Information such as expected revenue, opportunity stage, expected closing date, communication history and much more can be stored. Opportunities can be connected to the email gateway: new emails may create opportunities, each of them automatically gets the history of the conversation with the customer. You and your team(s) will be able to plan meetings and phone calls from opportunities, convert them into quotations, manage related documents, track all customer related activities, and much more. kanban tree form graph res.partner.kanban.inherit res.partner kanban Opportunities Meetings res.partner.view.buttons res.partner form