Odoo CRM

Create a new contact in the CRM Contacts list

7 steps 16/03/2026 17:53 1 views

Step-by-Step Guide

1

Action unclear — CRM element not found

Portal dashboard with CRM navigation element not visible or not interactable during capture

2

Action unclear — Contacts link not found

The Contacts link was not found on the page within the expected time. The current page state is unknown.

3

Click New to create a new contact

Clicking the New button in the top-left corner of the CRM Contacts list to open the new contact form

4

Enter the contact's full name

The new contact form on portal.landingpad.digital with the Contact Name field. The field may require scrolling or expanding the form to become visible.

5

Select a contact type

Radio button options for selecting Individual or Company as the contact type

6

Fill in contact details

Three input fields on the CRM contact form: company name, email address, and phone number

7

Action unclear: Save manually button not found

Portal page showing the CRM contact form after filling in contact details, with the expected Save manually button not visible or accessible