Leads crm.lead tree,kanban,form ['|', ('type','=','lead'), ('type','=',False)] { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'default_type': '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.

Opportunities crm.lead kanban,tree,graph,form,calendar,pivot [('type','=','opportunity')] { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'default_type': 'opportunity', 'default_user_id': uid, }

Flectra helps you keep track of your sales pipeline to follow up potential sales and better forecast your future revenues.

You will be able to plan meetings and log activities from opportunities, convert them into quotations, attach related documents, track all discussions, and much more.

Leads Analysis crm.opportunity.report {"search_default_month":1} graph,pivot [('type', '=', 'lead'),('team_id', '=', active_id)] {'active_test': True} Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis. Pipeline Analysis crm.opportunity.report graph,pivot [('type', '=', 'opportunity'), ('team_id', '=', active_id)] {'active_test': True} Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the channels of the sales pipeline. crm.team.form.inherit crm.team 12
{'invisible': [('dashboard_graph_model', '=', 'crm.opportunity.report')]} {'invisible': [('dashboard_graph_model', '=', 'crm.opportunity.report')]} kanban tree form Cases by Sales Channel crm.team tree New Opportunity crm.lead ir.actions.act_window form form [('type','=','opportunity')] { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'default_type': 'opportunity', 'default_user_id': uid, } crm.team.kanban crm.team
 
Unassigned Lead Unassigned Leads
Open Opportunity Open Opportunities
Activities Analysis
['|', ('res_model_id', '=', False), ('res_model_id.model', 'in', ['crm.lead', 'res.partner'])]