Why can't I add the 'Create an opportunity' option on a form?

Question

Hello,

I have been trying to find out for a few days why when I create a form and synchronise it with the CRM, I don't get the option to 'Create an opportunity' on the website form. Only the 'Send an email' option appears.

Can anyone help me?

Thanks in advance!

D Enterprise · Answer

Hii,

Make sure CRM is installed
Go to *Apps > CRM* → ensure it's installed.
* Set the form model to crm.lead * Edit your website form (Website → Forms), and under *“Model”*, select:
crm.lead (Lead / Opportunity)

Add required fields Add at least:

name (Lead title)

contact_name

email_from or phone
Odoo hides the opportunity option if essential CRM fields are missing.
Set the action to “Create an Opportunity” If still missing:

Go to *Website > Forms > Your Form*

Under the *“Action”* section:

Saber Seyyedi · Answer

Hello. Select Button. In Action select More Models and then add it to you list.

Publications associées	Réponses	Vues
Lead Generation Résolu opportunities crm leads	3 mai 24	6279
How to limit access rights to particular menu items ? opportunities crm leads	3 déc. 22	26711
batch migration from opportunities to leads opportunities crm leads odoo13.0	1 juil. 24	5244
Change email model from "email_from" to "reply_to" opportunities crm email leads	0 janv. 22	4843
Multiple Contact Forms on Website linked to multiple sales teams salesteams crm website_builder website_crm	1 juin 20	5621

Cette question a été signalée

Make sure CRM is installed

Set the form model to crm.lead

Add required fields

Set the action to “Create an Opportunity”

Vous appréciez la discussion ? Ne vous contentez pas de lire, rejoignez-nous !