Hi,

In Odoo 18, the CRM module no longer shows a “Products” tab by default on opportunities, but you can still add it. The easiest way without custom development is to use Odoo Studio: simply open an opportunity, switch to Studio, and create a new One2many field that links to products (you can reuse the order_line style from Sales Orders). This way, you’ll have a tab showing the products, their quantities, costs, and sales prices directly in the CRM opportunity form.

For more details, please refer to the links:

1. https://www.youtube.com/watch?v=aZ8Vv0_23YY

2. https://www.odoo.com/documentation/18.0/applications/studio.html

3. https://www.youtube.com/watch?v=jyPYkJz_75w

4. https://www.cybrosys.com/blog/how-to-add-smart-tabs-and-pipelines-in-odoo-16-studio

5. https://www.cybrosys.com/odoo/odoo-books/odoo-17-studio/studio-basics/

Hope it helps.

The way odoo works, it manages the products you want to offer in a quotation. At first it seems more work as you cannot directly say what the customer wants to purchase, but it has shown to be more efficient, as you will always be ready with a quotation that can be sent immediately to the customers.

As the quotations are smart buttons on the top of the CRM, it is the easiest way to achieve what you want.

Good luck

Eva Pinter