oca-crm/odoo-bringout-oca-crm-crm_lead_firstname/crm_lead_firstname/readme/USAGE.rst
Ernad Husremovic 0608132c9e Add oca-crm submodule with 26 CRM modules
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Co-Authored-By: Claude <noreply@anthropic.com>
2025-08-30 17:44:33 +02:00

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To use this module, you need to:
* Go to *CRM > Leads > Leads > Create*.
* You have the new split fields *Firstname* and *Lastname*. Fill them.
* Press *Convert to Opportunity*.
* In *Related Customer* choose *Create a new customer*.
* Press *Create Opportunity*.
* In the new opportunity, go to *Followup* tab. There are the new fields too.
* If you go to the partner you just created, you will see that its first and
last names match those in the lead.