Create Tasks From Leads In Odoo
By Muhammed Nabeel,

  Category: Odoo     Comments: None

It is very simple to create tasks from leads in Odoo.To do so, some configuration is necessary. So that install the Leads To Task module from apps:

install the Leads To Task module











By linking this module with a project module we can map leads into tasks.

Then go to CRM>Pipeline>Leads>Create a new lead:

map leads into tasks


Fill all the required details in that form:



Then to convert this lead into task click on the button Convert To Task:



Then enter the name of the project in which you want to add this lead as task and click the create button:



Then we can add more functions to the task as we do in the project module like

  • Adding Subtasks.
  • Adding Timesheets.
  • Assigned to an Employee etc.



We can see the task converted from the lead in the project module:


Odoo provides a supporting module to generate Tasks From Leads In Odoo and finally within some simple steps it is possible to Create Tasks From Leads In Odoo.


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