$ 19.45
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 464 |
| Technical Name |
mjb_copy_lead_to_opportunity |
| License | OPL-1 |
| Website | https://www.majorbird.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 464 |
| Technical Name |
mjb_copy_lead_to_opportunity |
| License | OPL-1 |
| Website | https://www.majorbird.com |
Satellite Module › Smart Field Copy Engine › CRM
Auto-Copy: Lead Contact to Opportunity
Copy partner contact details to opportunity on lead conversion
by Majorbird — Odoo Silver Partner
The Problem
Lead To Opportunity not automatically carried over to the target record
When a CRM lead is converted to an opportunity, this module automatically copies the linked partner's phone and email to the opportunity record if those fields are empty. Prevents data loss during lead-to-opportunity conversion. The rule is disabled by default -- enable it from Settings > Technical > Field Copy Rules, or let the satellite automation handle it directly.
What You Get
3 things that work from day one
01
Copy partner contact details to opportunity on lead conversion
When a CRM lead is converted to an opportunity, this module automatically copies the linked partner's phone and email to the opportunity record if those fields are empty. Prevents data loss during lead-to-opportunity conversion. The rule is disabled by default -- enable it from Settings > Technical > Field Copy Rules, or let the satellite automation handle it directly.
02
Rule pre-configured — no setup wizard needed
The rule is bundled as data. Enable it from Settings > Technical and it runs on every qualifying record.
03
Powered by Smart Field Copy Engine
Relies on the Smart Field Copy Engine for execution logic — installs automatically as a dependency.
Powered By
Smart Field Copy Engine
mjb_field_copy_rule — configurable automation for any Odoo model. This satellite delivers one focused use case. The engine installs automatically as a dependency.
Up and Running
Install once — works automatically
Step 1 — Install
Install this module. The Smart Field Copy Engine installs automatically as a dependency.
Step 2 — Enable the rule
Go to Settings > Technical > Rules. Find the pre-loaded rule and enable it.
Done — automation is active
The rule now runs on every qualifying record. No further configuration needed.
Good to Know
Scope & limitations
Requires the Smart Field Copy Engine — auto-installs as a dependency
Rule targets crm.lead records only — other models require separate satellites
Rule is pre-configured but can be adjusted from Settings > Technical
Built by Majorbird
Odoo specialists helping businesses automate what standard Odoo doesn’t cover.
Odoo Silver Partner — Vietnam, China, Mexico & Middle East — Manufacturing, Inventory & Accounting automation.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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