Odoo CRM

How to add a lead to the pipeline in Odoo

6 steps 1m 53s 18/02/2026 16:34 7 views

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Transcript

Step 1: Click the app switcher grid icon to open menu.

Step 2: Click 'CRM' in the sidebar to access the pipeline.

Step 3: Click 'New' button to create a new lead.

Step 4: Type 'New Sales Lead' in the Opportunity field.

Step 5: Type 'John Smith' in the Contact field.

Step 6: Click 'Add' button to save the new lead.

Tutorial complete.