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How to create Leads in Odoo ERP

Posted 2 years, 6 months and 27 days ago

CRM process includes but not limited to sales leads coming into the ERP system, identifying opportunities from the leads, quoting process, and the sales order thereof. A user may also view customers within this area, and create customers directly.

Please refer the screenshot for creating leads in Odoo ERP.
Navigation Sales>> Sales>> Leads- Create option



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