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CRM Lead Currency

crm_lead_currency folder_open OCA/crm open_in_new
Uncategorised License: AGPL-3

This module allows to select a specific currency for a lead or an opportunity. If the selected currency is different to the company currency, an amount in the customer currency can be set and the expected revenue of the opportunity will automatically be computed in the company currency. The default rate used for the computation is the rate of the day.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you record a lead or opportunity amount in the customer's own currency. When that currency differs from your company currency, Odoo converts it to fill in the expected revenue automatically.

This module adds currency handling to leads and opportunities in the CRM app. On the lead form, next to the customer, you can now pick a "Customer currency" (it defaults to your company currency) and enter a "Customer amount".

  • If the customer currency is the same as your company currency, nothing changes: you keep working with the usual expected revenue.
  • If it is different, the expected revenue field becomes read-only and is filled in automatically by converting the customer amount into your company currency, using the exchange rate of the day.
  • The conversion happens when you change the customer currency or the customer amount on the form.

The lead kanban view is also adapted: when the customer currency differs, the card shows the amount in the customer's currency instead of the expected revenue; otherwise it shows the expected revenue as before.

The module only touches the crm.lead model and its form and kanban views. It adds no menus, no reports and no scheduled jobs.

Depends on

crm
Models and fields (1)
  • crm.lead · extends an existing modelis_same_currency (Same currency), customer_currency_id (Customer currency), amount_customer_currency (Customer amount)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 6 confirmed, 3 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Just install the module.

No specific configuration is needed but multi-currency should be enabled for the module to make sense.

To use this module, you need to:

  • Created a new opportunity in the CRM and set a customer currency on it.
info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.