Create leads from bookings

With the Appointment (CRM) (appointment_crm) module, an approved booking can automatically create a lead or an opportunity in the CRM pipeline, so that the sales team follows up on the customers who booked a meeting.

Configuration

Go to Appointments ‣ Configuration ‣ Appointment Types, open the relevant type, and enable Create CRM Lead.

In Lead Title, define the title of the lead created. Use {customer} as a placeholder for the customer name, e.g. New appointment: {customer}.

screenshot: productivity-appointments-create-lead

menu

Appointments ‣ Configuration ‣ Appointment Types

shows

An appointment type form with the "Create CRM Lead" checkbox enabled and the "Lead Title" field showing the template with the {customer} placeholder.

highlight

The "Create CRM Lead" setting (red frame).

data

Type "Consultation", lead title "New appointment: {customer}".

module

appointment_crm

notes

English UI, light theme, 1440px width, crop to the setting.

Use the leads

When a booking of that type is approved, Odoo creates the lead with the customer’s contact details and the answers given while booking, and links it to the booking in the Related Lead field. Opening the field brings the salesperson directly to the pipeline record.

Note

Leads are created on approval, so bookings that stay Requested, or that are rejected, do not generate a lead.