I created a website form in Odoo with the action set to “Create an Opportunity.” When the form is submitted from the website, the record is directly created as an Opportunity in the CRM instead of being created as a Lead first.
Ideally, I expected a Lead to be created first and then converted into an Opportunity later. Why is the form creating an Opportunity directly, and what configuration might be causing this?
You could try going to the Sales Team responsible for your opportunity and verify configurations.
Go to CRM → Configuration → Sales Team → Select the related Sales Team → Check the Leads checkbox.
Sometimes the Lead option is not ticked in Sales Team and hence Lead directly goes to opportunity pipeline. But, this solution might show the website leads in the Lead section of CRM.
Thank you for the solution this works
Go to Sales Team → Enable "Leads" checkbox:
-Once enabled, the same "Create an Opportunity" action will create records with type='lead' instead of type='opportunity'. The label stays the same — the behavior changes behind the scenes.
I hope this information helps you
Thanks & Regards,
Kunjan Patel
Thanks for the solution!
Creează-ți un cont astăzi pentru a beneficia de funcții exclusive și a interacționa cu minunata noastră comunitate!
Înscrie-te| Postări similare | Răspunsuri | Vizualizări | Activitate | |
|---|---|---|---|---|
|
1
sept. 21
|
4196 | ||
|
1
mar. 15
|
6017 | ||
|
1
sept. 23
|
5111 | ||
|
1
feb. 22
|
4131 | ||
|
1
mar. 15
|
7252 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Hello Nupur,
I have edited answer check it.
hope it helps.
Hello Kunjan,
Thanks for your response.
Can you kindly share a screenshot for this action availability on the website in Odoo v18?
Since i cannot see the option of "Create a Lead" on website actions.
Look forward to your response.