This Module adds a company group field to leads. For more details investigate in base_partner_company_group.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a Company Group field to CRM leads and opportunities, taken automatically from the linked customer, so you can see and group your pipeline by company group.
This module brings the company group concept (from the partner company group feature) into CRM. On every lead or opportunity, a new Company Group field is filled in automatically from the customer linked to the record, and the value is stored so it can be used for filtering and grouping.
Where you see it in Odoo:
- On the lead and opportunity form, the Company Group appears right after the customer field. It stays hidden when there is no company group, so the form is not cluttered.
- In the opportunities and leads list views, the Company Group is available as an optional column that you can show or hide.
- In the search and filter panel of the CRM pipeline, you can filter by Company Group and group your leads and opportunities by Company Group.
Business behaviour: the field is a related value coming from the customer, so it updates automatically when the customer's company group changes; there are no manual checks, restrictions, emails or scheduled actions in this module.
It touches the crm.lead model and the standard CRM views for leads, opportunities, search filters and list views. It depends on the partner company group module and on CRM.
Depends on
Required by other modules
Models and fields (1)
- crm.lead · extends an existing modelcompany_group_id
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: 2026-11-03Confirmation status: 5 confirmed, 4 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/partner-contact.
terminal Installation and usage
No verified informationInstallation 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.