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:

DetailsFilling

 

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

 ConvertToTask

 

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

ConvertIntoTask

 

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.

InformationGathering

 

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

ConvertedLead

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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