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

Click to create a new 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.

Leads crm.lead kanban,tree,form [('type','=','opportunity')] { 'search_default_section_id': [active_id], 'default_section_id': active_id, 'search_default_new': True, 'search_default_open': True }

Click to create a new 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.

crm.case.section.kanban crm.case.section Sales Teams crm.case.section form kanban,tree,form

Click 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.