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<li>If you don’t have the “Leads” tab at the top menu in the crm app, go
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to <strong>Settings > CRM</strong> and check the box <strong>Leads</strong>. <imgalt="crm settings" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/crm_settings.png" /></li>
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to <strong>Settings > CRM</strong> and check the box <strong>Leads</strong>. <imgalt="crm settings" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/crm_settings.png" /></li>
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<li>Go to <strong>CRM > Leads > Create</strong>.</li>
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<li>Fill the required fields.</li>
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<li>Go to <strong>Extra Info > Marketing</strong> and fill those fields: <imgalt="lead view" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.png" /></li>
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<li>Go to <strong>Extra Info > Marketing</strong> and fill those fields: <imgalt="lead view" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/lead_marketing.png" /></li>
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<li><strong>Save</strong>.</li>
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<li>Click <strong>Convert to Opportunity</strong>.</li>
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<li>Choose the option <strong>Customer > Create a new customer</strong>.</li>
<li>Click on the name of the newly linked partner. <imgalt="new linked partner" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/new_linked_partner.png" /></li>
<li>Click on the name of the newly linked partner. <imgalt="new linked partner" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/new_linked_partner.png" /></li>
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<li>Go to tab <strong>Sales & Purchases</strong>.</li>
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<li>There you have the new fulfilled fields in the marketing section.
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>This module is part of the <aclass="reference external" href="https://github.com/OCA/crm/tree/17.0/marketing_crm_partner">OCA/crm</a> project on GitHub.</p>
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<p>This module is part of the <aclass="reference external" href="https://github.com/OCA/crm/tree/18.0/marketing_crm_partner">OCA/crm</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <aclass="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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