OCA modules for Odoo

This module adds the concept of NACE activity to the CRM main objects (lead, opportunity), and propagates them through the workflow.

This module adds a sequential code for leads / opportunities.

This module allows to select a specific currency for a lead or an opportunity. If the selected currency is different to the company currency, an amount in the customer currency can be set and the expected revenue of the opportunity will automatically be computed in the company currency. The default rate used for the computation is the rate of the day.

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.

This module allows the user to link multiple products, product categories or product templates to a lead or an opportunity in order to be able to do a product demand forecasting taking into account the leads and opportunities defined in Odoo. Included in the product line there are two computed fields, the expected revenue and prorated revenue. On one hand, the expected revenue is computed as the selling price times the quantity. On the other hand, the prorated revenue takes…

Add a filter to search both in active/archive lead

This module add multi-company management to crm lead tag

This module allows to register a lead directly in an event when converting this lead into a partner, so that you can save several steps.

This module allows you to convert leads or opportunities into project tasks. It supports the following features: · Optional automatic archiving of the lead after conversion. · Ability to configure a Force Project so tasks are created directly without a popup. · Preserves attachments and messages from the lead. DISCLAIMER: This module is a forward-port of a module from Odoo S.A. and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright…

This module was written to extend the functionality of CRM leads to support setting the VAT identification number ().

This module introduces a better zip. It enables zip, city, state and country auto-completion on lead.

This module adds the concept of NUTS region to the CRM main objects (lead, opportunity), and propagate them through the workflow.

This module add multi-company management to crm lost reason

This module makes the lost reason mandatory when marking a CRM lead or opportunity as lost. In standard Odoo the lost reason on the "Mark as Lost" wizard is optional. With this module installed, users must select a lost reason before confirming.

This module allows to display the meetings of a company as the sum of all the meetings held with the company's contacts.

Show Membership information in CRM Lead/Opportunity views.

This Module adds Amount in multicompany reporting currency to CRM Lead which can be used as a reporting tool. You can then compare Expected Revenue in company currency to amount in multicompany reporting currency. Multicompany reporting currency is installed from dependent https://github.com/OCA/sale-reporting/base_multicompany_reporting_currency module.

This module introduces the following features: · Adds the Operating Unit (OU) to the Lead. · The user’s default Operating Unit (OU) is proposed at the time of creating the Lead / Opportunity. · Security rules are defined to ensure that users can only see the Opportunity / Lead of that Operating Units in which they are allowed access to.

This module extends the functionality of CRM Leads to support assigning an associate partner to leads and to allow you to check if a Lead is being worked on by an associate partner. Also you can link a Partner to another Partner as an implementation partner.

This addon extends the functionality of partner_capital to display the contact's earnings range information in opportunities.