This addon extends the functionality of partner_capital to display the contact's earnings range information in opportunities.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds company financial profile fields (capital, turnover range, company size) to CRM leads and opportunities, and shows them in forms, lists and filters.
This module brings the financial profile information already used on contacts into CRM leads and opportunities, so salespeople can see it while working a deal.
On a lead or opportunity form, a new "Capital" group appears with the capital amount and its currency, the country of origin of the capital, the turnover amount, the turnover range and the company size (Micro, Small, Medium, Big).
In the leads and opportunities lists, the same columns can be added: capital amount, capital currency, capital country, turnover amount, turnover range and company size. They are hidden by default and can be switched on from the optional columns menu.
A "Turnover Range" filter is added to both the leads and opportunities search views, letting users group records by turnover range.
When a lead is converted into a customer and it is a company, the capital country, capital amount, capital currency, turnover range, turnover amount and company size are copied onto the new contact automatically.
The module touches the crm.lead model and the contact model through the conversion process, and it relies on the turnover range data provided by the partner capital module.
Depends on
Models and fields (1)
- crm.lead · extends an existing modelcompany_size (Company size), capital_amount (Capital amount), turnover_amount, turnover_range_id (Turnover range), capital_country_id (Capital country), capital_currency_id (Capital currency)
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: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/crm.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0- First, you must go to the lead and, in the "Additional Information" tab,
fill in the fields in the "Capital" group.
- You must convert the lead into an opportunity using one of the options
offered by Odoo from the wizard.
- Select the option to create a contact in the wizard.
Remember that the information will be saved in the company-type contact. To do this, you must have a lead with a company name.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.