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CRM Partner Employee Quantity

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

This module adds the employee quantity field from partners to CRM leads and opportunities, allowing users to view and utilize this information directly within their CRM workflows.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds employee quantity information to CRM leads and opportunities, so salespeople can see how big a prospect's workforce is and group records by company size range.

This module brings the employee quantity data already stored on contacts into CRM leads and opportunities.

On the lead/opportunity form you get a new "Employee quantity" group with two fields: the number of employees and the employee quantity range (for example a size bracket). These appear both on the lead tab and on the extra information tab.

In the leads and opportunities list views, the same two columns are available but hidden by default, so users can switch them on when needed.

In the search filters of both the leads and opportunities views, a new "Employee Quantity Range" filter lets users group records by company size range, making it easy to see how the pipeline is spread across small, medium and large prospects.

There is also an automatic behaviour: when a lead is converted into a customer contact for a company, the employee quantity and its range are copied onto the newly created contact, so the information is not lost after conversion.

The module touches the crm.lead model and depends on the CRM app and the partner employee quantity module.

Models and fields (1)
  • crm.lead · extends an existing modelemployee_quantity, employee_quantity_range_id (Employee quantity range)

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: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0
  • First, you must go to the lead and, in the "Additional Information" tab,

fill in the fields in the "Number of Employees" 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.

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.