crm.lead.tag.form crm.lead.tag
crm.lead.tag.tree crm.lead.tag crm.lead.form.lead crm.lead
Lost
Won
crm.lead.tree.lead crm.lead crm.lead.kanban crm.lead
crm.lead.calendar.lead crm.lead crm.lead.form.simple crm.lead 1000
Create an Opportunity crm.lead form form new crm.lead.form.quick_create crm.lead 1000
crm.lead.kanban.lead crm.lead
,
crm.lead.search.lead crm.lead crm.lead.form.opportunity crm.lead 20
Lost
Won
crm.lead.tree.opportunity crm.lead crm.lead.view.graph crm.lead crm.lead.view.pivot crm.lead crm.lead.tree.opportunity.next.activity crm.lead crm.lead.search.opportunity crm.lead crm.lost.reason.view.search crm.lost.reason crm.lost.reason.form crm.lost.reason
Mark as lost code if record: action_values = env.ref('crm.crm_lead_lost_action').read()[0] action_values.update({'context': env.context}) action = action_values Mark Late Activities as Done code for rec in records: rec.activity_ids.filtered(lambda a: a.state == 'overdue').action_feedback(feedback='Closed automatically in batch') Mark All Activities as Done code for rec in records: rec.activity_ids.action_feedback(feedback='Closed automatically in batch') Leads crm.lead tree,kanban,graph,pivot,calendar,form,activity ['|', ('type','=','lead'), ('type','=',False)] { 'default_type':'lead', 'search_default_type': 'lead', 'search_default_to_process':1, } tree kanban calendar pivot graph Opportunities crm.lead kanban,tree,graph,pivot,form,calendar,activity [('type','=','opportunity')] { 'default_type': 'opportunity', 'default_user_id': uid } kanban tree form graph pivot calendar Crm: My Pipeline code action = model.action_your_pipeline() Pipeline crm.lead kanban,tree,graph,pivot,form,calendar,activity [('type','=','opportunity')] { 'default_type': 'opportunity', 'default_user_id': uid, 'search_default_assigned_to_me': 1 } kanban tree calendar pivot form graph Next Activities ir.actions.act_window crm.lead tree,form,kanban,calendar,pivot,graph [('type','=','opportunity'), ('activity_date_deadline', '!=', False)] { 'default_type': 'opportunity', 'default_user_id': uid, 'search_default_activities_my': 1, }

No next activity

Here is the list of your next activities. Those are linked to your opportunities. To set a next activity, go on an opportunity and add one. It will then appear in this list.

Tags crm.lead.tag form

Create a new tag for your opportunities

Create tags that fit your business (product structure, sales type, etc.) to better manage and tack your opportunities.

Lost Reasons crm.lost.reason form tree,form

Define a new lost reason

Use lost reasons to explain why an opportunity is lost.

Some examples of lost reasons: "We don't have people/skill", "Price too high"