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Firstname and Lastname in Leads

crm_lead_firstname folder_open OCA/crm open_in_new
Customer Relationship Management License: AGPL-3

This module extends the functionality of CRM leads to support split first and last name fields for contacts and allow you to port that information to and from partners. Since leads are expected to create partners only when needed and after information is correctly set up, in leads there is no inverse logic to transform the old single name in the new split names automatically. The old single name will simply be the firstname now.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Split the contact name on CRM leads into separate First name and Last name fields, and carry those names over when a lead is converted into a contact.

This module changes how the contact name is captured on CRM leads. Instead of a single "Contact Name" box, users now see two fields: First name and Last name. The existing single name field is relabelled "Contact Name" and keeps the first name, while a new Last name field is added right next to it.

The split fields appear on the main lead/opportunity form, on the lead detail page, and in the quick-create opportunity popup (where the last name is kept hidden).

When a lead is converted into a customer contact, the module makes sure the first and last names entered on the lead are copied to the new contact's first and last name fields, so the contact is created with the correct split names. Conversely, when a lead is linked to an existing contact, the contact's first and last names are read back into the lead's First name and Last name fields. If the linked contact is a company, the split name fields are left empty.

This module works together with the partner first/last name functionality and only affects CRM leads and their conversion into contacts. It does not automatically split an old single name into two parts; the old name simply becomes the first name.

Depends on

crmpartner_firstname
Models and fields (1)
  • crm.lead · extends an existing modelcontact_name (First name), contact_lastname (Last name)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 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: 7 confirmed, 2 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Installation

Source · Odoo 18.0

To install this module, you need to:

  • Install OCA/partner-contact repo.

Usage

Source · Odoo 18.0

To use this module, you need to:

  • Go to CRM \> Leads \> Leads \> Create.
  • You have the new split fields Firstname and Lastname. Fill them.
  • Press Convert to Opportunity.
  • In Related Customer choose Create a new customer.
  • Press Create Opportunity.
  • In the new opportunity, go to Followup tab. There are the new fields too.
  • If you go to the partner you just created, you will see that its first and last names match those in the lead.

No verified information in OCA: Configuration.

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.