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Auto-Copy: Lead Contact to Opportunity

by
Odoo

$ 19.00

In-App Purchases
v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 464
Technical Name mjb_copy_lead_to_opportunity
LicenseOPL-1
Websitehttps://www.majorbird.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 464
Technical Name mjb_copy_lead_to_opportunity
LicenseOPL-1
Websitehttps://www.majorbird.com
Auto-Copy: Lead Contact to Opportunity

Auto-Copy: Lead Contact to Opportunity

Automatically copies partner phone and email to the opportunity when a lead is converted. No manual entry, no lost contact details.

$19 Requires Field Copy Rule Engine Odoo 19.0

What It Does

When a CRM lead is converted to an opportunity, Odoo updates the type field from Lead to Opportunity on the same record. During this transition, the partner's contact details may not automatically flow into the opportunity's phone and email fields.

This module detects the exact lead → opportunity transition and copies the linked partner's phone and email to the opportunity's phone and email_from fields — but only if those fields are empty. Existing values are never overwritten.

The module includes an ICP kill-switch (mjb_copy_lead_to_opportunity.enabled) that lets administrators disable the behavior without uninstalling the module.

How to Use

  • 1
    Install Field Copy Rule Engine (mjb_field_copy_rule) first — this module depends on it
  • 2
    Install Auto-Copy: Lead Contact to Opportunity (mjb_copy_lead_to_opportunity)
  • 3
    That's it! The automation is active immediately after installation. Convert any lead with a linked partner and watch the phone/email populate automatically.
  • 4
    To disable: go to Settings > Technical > Parameters > System Parameters and set mjb_copy_lead_to_opportunity.enabled to 0

Scope & Limitations

This module:

  • Only fires on the lead → opportunity transition (type changes from 'lead' to 'opportunity')
  • Only copies fields that are empty on the opportunity — existing values are never overwritten
  • Copies phone and email from the linked partner (partner_id)
  • Requires a partner to be set on the lead at conversion time

This module does NOT:

  • Fire when an opportunity is created directly (never was a lead)
  • Overwrite phone or email if they already have values on the lead
  • Copy the mobile field (does not exist on crm.lead in Odoo 19)
  • Apply retroactively to existing opportunities
Majorbird

About Majorbird

Odoo Silver Partner — Manufacturing, Inventory & Accounting Automation

Offices in Vietnam, China, Mexico, and the Middle East.

www.majorbird.com 
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
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