Dynamic Fields For Lead

The Custom Fields in CRM app simplifies the process of creating and managing custom fields in the Odoo CRM module. This app is perfect for enhancing CRM pipelines and customizing lead management with ease.

Key Features:
1) Create Custom Fields:
– Add field types like Char, Integer, Float, Boolean, Selection, Many2one, and Many2many directly in the CRM interface.

2) Set Field Attributes:
– Configure attributes like Readonly, Required, Store, Help, and Indexed for greater control over data input.

3) Widget Integration:
– Enhance functionality using widgets like Monetary, Many2many_tags, Binary, Priority, and more.

4) Custom Field Placement:
– Define where new fields appear, such as after the “Tags” field in the CRM pipeline.

5) User-Friendly Configuration:
– No technical skills required—fields can be added via a simple popup form.

Supported Views and Navigation:
– Assign User Access: Settings → Users & Companies → User.
– Create Fields: CRM → Pipelines (Lead) → Lead Custom Fields.
– Configure Widgets: CRM → Pipelines (Lead) → Lead Custom Fields.

Use Cases:
– Add custom fields to leads for better segmentation or data tracking (e.g., “Customer Priority”).
– Use widgets for interactive field behaviors like Many2many tags or Binary uploads.
– Customize field placement for better alignment with the CRM workflow.

This app makes it easy to extend and customize CRM pipelines, allowing businesses to tailor lead management to their unique requirements.