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I can create leads and need to add the name and company but I can not select a person already in my database to simply become a lead. I can only create a new lead then if it becomes an opportunity I can attach it to an existing client or contact... 

I don't understand why I can not click on a contact and decide to turn it into a lead and later an opportunity

I probably miss something trivial but can't really figure it out

bernard

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最佳答案

You didn't post the Version or Edition of Odoo you are asking about.

Odoo v10 Enterprise Edition:

groups="base.group_no_one" has been added to the partner_id field in the form view, so you need to override this or activate Developer Mode:

Then, from Sales --> Leads, when you click CREATE, just fill in the Customer:


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