Odoo CRM

How to add a new lead in Odoo CRM

4 steps 59s 08/03/2026 17:40 13 views
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Transcript

Step 1: Click 'Project' in navbar to explore navigation options.

Step 2: Click 'Tasks' to explore navigation options for CRM.

Step 3: Click app switcher grid icon to access CRM.

Step 4: Click Home Menu grid icon to open app switcher.

Step-by-Step Guide

1

Click 'Project' in navbar to explore navigation options.

Screenshot showing clicking Project in navbar to explore navigation options
2

Click 'Tasks' to explore navigation options for CRM.

Screenshot showing clicking Tasks to explore navigation options for CRM
3

Click app switcher grid icon to access CRM.

Screenshot showing clicking app switcher grid icon to access CRM
4

Click Home Menu grid icon to open app switcher.

Screenshot showing clicking Home Menu grid icon to open app switcher