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Tracking Fields in Partners

marketing_crm_partner folder_open OCA/crm open_in_new
Marketing License: AGPL-3

This module extends the functionality of the CRM to support having the tracking fields available in the partner and copy them there automatically when the partner is created from a lead/opportunity.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds marketing tracking fields (Medium, Campaign, Source) to contacts and copies them automatically from a lead or opportunity when a contact is created from it.

This module brings the marketing tracking information that already exists on leads and opportunities over to contacts, so you can see where a customer originally came from.

  • On the contact form, a new "Marketing" group appears in the Sales & Purchases tab with three fields: Medium, Campaign and Source.
  • When a contact is created from a lead or opportunity, these three values are copied automatically from the lead, so you do not have to re-enter them.
  • In the contacts list, the same three fields are available as optional columns (hidden by default).
  • In the contacts search view, you can filter by Medium, Campaign or Source, and group contacts by any of them to get counts per marketing channel.

The module extends crm.lead so that the contact creation process fills in these marketing values, and it makes res.partner use the same tracking mixin as leads, which is what provides the Medium, Campaign and Source fields. No new menus are added; the changes appear inside the existing Contacts and CRM screens.

Depends on

crm
Models and fields (2)
  • crm.lead · extends an existing model
  • res.partner · new model

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

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0

To use this module, here are the steps:

  • If you don't have the "Leads" tab at the top menu in the crm app, go to Settings \> CRM and check the box Leads.
  • Go to CRM \> Leads \> Create.
  • Fill the required fields.
  • Go to Extra Info \> Marketing and fill those fields:
  • Save.
  • Click Convert to Opportunity.
  • Choose the option Customer \> Create a new customer.
  • Click Create Opportunity.
  • Click on the name of the newly linked partner.
  • Go to tab Sales & Purchases.
  • There you have the new fulfilled fields in the marketing section.

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.