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

Click to create an unqualified 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.

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

kanban tree form