How to create lead record in odoo crm or openerp crm?

Create leads

You can view the existing leads and create new leads from

Sales>Leads

In the above window you can view the list of leads created with column names “Creation Date”, “Subject”, “Customer Name”, etc.

We can create new lead from

Sales>Leads>Create Button

When you click on the create button. You will find the following form and you need to fill lead details in that form and save.

Example:

By clicking on the Schedule/Log Call button you can schedule/log a call.

Once you the lead gets qualified for the further process. You can convert that lead to “Opportunity” by clicking on the “Convert to Opportunity” button.

Example:

When you click on “Convert to Opportunity” button you will be able to see the following window:

Here you can link that lead to existing customer or you can create a new customer or don’t link to customer.