1.) Contact Information View with Custom Fields

This view shows the contact details in Odoo CRM, with additional fields such as Fax, Skype/Team ID, Date of Birth, Department, Secondary Email, and Home Phone. These fields allow for more detailed customer information, enhancing CRM functionality.

Navigation : Contacts → Contacts

2.) Lead Information View with Custom Fields

This view displays the details of a CRM lead in Odoo, including additional fields such as Home Phone, Skype/Team ID, Fax, Date of Birth, Department, Secondary Email, and Other Phone. These extra fields enhance the CRM by providing more detailed contact information for better lead management and follow-up.

Navigation : CRM → Leads

3.) Convert Lead to Opportunity in Odoo CRM

This view shows the process of converting a CRM Lead into an Opportunity in Odoo. Users can assign the opportunity to a salesperson, select the relevant sales team, and view existing opportunities linked to the lead. The Create Opportunity button allows seamless conversion while keeping all related information intact.

Navigation : CRM → Leads → Convert to Opportunity

4.) Opportunity Information with Custom Fields

This view displays the detailed information of an Opportunity in Odoo CRM. It includes custom fields such as Secondary Email, Home Phone, Fax, Skype/Team ID, Date of Birth, and Department. These fields allow for a more comprehensive view of the opportunity and help track important customer details through the sales process.

Navigation : CRM → Leads → Opportunity

5.) Opportunity View with Customer Contact Information

This view displays the Opportunity details in Odoo CRM with the customer's contact information such as Secondary Email, Phone, Other Phone, Home Phone, Fax, Skype/Team ID, Date of Birth, and Department. These custom fields allow for enhanced tracking and management of the customer's data during the opportunity phase.

6.) Detailed Contact Info in CRM

This view shows detailed contact info in CRM, including fields like Fax, Skype/Team ID, Date of Birth, Department, and Secondary Email. These extra fields help you manage customer details more easily and keep track of important information.

Navigation : CRM → Opportunity → Contacts

7.) CRM Lead Filtering with Custom Fields

This view allows users to filter CRM Leads by custom fields such as Fax, Skype ID, and Secondary Email. It also enables grouping leads by attributes like Department and Date of Birth, improving the organization and management of leads for better decision-making and follow-up.