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Sales & CRM

Odoo 20 CRM Release Notes

All 5 CRM changes from the official Odoo 20 release notes, explained in plain words with a screenshot from a live Odoo 20 database, plus where to find each one and what it means for your upgrade.

Planning the move? See our Odoo upgrade services, the Odoo 20 upgrade guide or get a number from the migration cost calculator.

New feature 2Enhancement 3In Community 4Enterprise only 1
Type
Edition

Change 1 of 5

Hidden address info

EnhancementCommunity

Address details have been hidden to encourage the creation of a contact.

Official Odoo 20 release note

In plain words

The lead and opportunity form no longer shows the address fields in the main area. The top of the form now shows Contact ("Select or create a contact..."), Email and Phone, which pushes users to link or create a real contact. The raw address fields are still there in the Extra Info tab, in developer mode.

CRM > Pipeline > Modern Open SpaceContact, Email and Phone only; no address block in the main part of the form.

Where to find it

  1. CRM > open an opportunity without a contact.

For users

Less clutter on leads; contact details live on the linked contact.

For developers

Address and company/contact name fields moved to the Extra Info page under groups base.group_no_one.

Upgrading from Odoo 19

Custom views that inherit crm_lead_view_form and xpath the address block must be adapted.

Change 2 of 5

Lead distribution

EnhancementCommunity

Set sales team members' lead auto-assignment rules to "Always in rotation," "In rotation with a limit," or "Out of rotation."

Official Odoo 20 release note

In plain words

On a sales team member, the Lead Assignment tab has an "Auto-Assignment Rules" choice: "Always in rotation", "In rotation, with a limit" (with the maximum leads per 30 days) or "Out of rotation".

CRM > Configuration > Sales Teams > Pre-Sales > Marc DemoAuto-Assignment Rules set to "In rotation, with a limit" of 45 leads per 30 days (10 assigned).

Where to find it

  1. CRM > Configuration > Sales Teams > open a team > open a member.
  2. Tab Lead Assignment.

For users

Put a salesperson in or out of lead rotation, with or without a cap, in one field.

For developers

New computed field crm.team.member.assignment_rules (unlimited / limited / opt-out) derived from assignment_max; the onchange sets assignment_max.

Upgrading from Odoo 19

None; existing capacities map to "In rotation, with a limit".

  • The three options are in a native select list, which cannot be captured open; the selected value is shown instead.

Change 3 of 5

Lead generation

EnhancementCommunity + Enterprise

Partly confirmed in the Odoo 20 source code. Parts of this note could not be traced.

Part 1

The Generate Leads feature now suggests more ways to generate leads.

Official Odoo 20 release note

In plain words

The "Generate" button of the pipeline opens a grid of lead sources: search the company directory, website forms, email replies, appointments, surveys, Outlook and Gmail plugins, business card pictures and CSV or Excel import.

CRM > Sales > My Pipeline > GenerateThe Generate menu with eight ways to get leads.

Part 2

Lead generation now uses the Dun & Bradstreet database of companies instead of Clearbit, providing better worldwide coverage and increased data quality.

Official Odoo 20 release note

In plain words

The lead mining request ("Search in our directory") sends its queries to the D&B (Dun & Bradstreet) endpoint, industries were restructured into D&B-style industries grouped in divisions, and the old "people" search was removed. Note: the Odoo 19 code already called the D&B endpoint, so the switch away from Clearbit is not new in the Odoo 20 code compared here.

CRM > Lead Mining Requests > NewIndustries now come with their division (for example Communications, in Transportation, Communication, Energy).

Where to find it

  1. CRM > Pipeline > Generate.
  2. Pick "Search in our directory" (or open a Lead Mining Request) and open Industries.

For users

More lead sources are one click away; lead mining uses the new industry list.

For developers

New model crm.iap.lead.industry.division; the lead mining request loses the people search fields (search_type people, contact filters).

Upgrading from Odoo 19

Lead mining requests of type "people" and related fields are gone.

  • Bullet 2: Clearbit to D&B is not verified as an Odoo 19 to Odoo 20 change (Odoo 19 already used /api/dnb). Running a request needs IAP credits, so no leads are generated here.

Change 4 of 5

Pipeline switcher

New featureCommunity + Enterprise

Switch between teams' sales pipelines using the new dropdown.

Official Odoo 20 release note

In plain words

The pipeline title is now a dropdown. Pick a sales team to show only its pipeline, or "All Teams"; sales managers also get "Manage Teams". It works in the kanban, list, calendar, pivot, graph, map, cohort and forecast views.

CRM > Sales > My PipelineThe team dropdown: All Teams, Sales, Pre-Sales and Manage Teams.

Where to find it

  1. CRM > Sales > My Pipeline.
  2. Click "All Teams" next to Generate.

For users

Switch between team pipelines without filters.

For developers

New TeamSwitcher component in the CRM control panel; CRM views use a custom search model that stores the selected team.

Upgrading from Odoo 19

None.

Change 5 of 5

Upsells from lead

New featureEnterprise only

Access a customer's existing subscriptions directly from their leads. Create upsells and renewal quotations directly from existing subscriptions and link them automatically to the customer's opportunity/lead.

Official Odoo 20 release note

In plain words

When the customer of a lead already has subscriptions, the lead shows a "Subscriptions" smart button. It opens those subscriptions (and upsells or renewals made from the lead). Upsell and renewal quotations created from there get the lead set as their opportunity automatically, and the lead's expected and recurring revenue are updated from them.

CRM > Pipeline > Joel Willis - Plan extensionThe Subscriptions smart button shows the customer's 3 subscriptions.

Where to find it

  1. Open (or create) a lead for Joel Willis, a customer with subscriptions.
  2. Click the Subscriptions smart button.

For users

See a customer's subscriptions from the lead and upsell or renew in two clicks.

For developers

crm.lead gets subscription_count and action_open_subscriptions() (context default_opportunity_id), plus _update_revenues_from_so().

Upgrading from Odoo 19

Auto-installs with crm and sale_subscription.

See all 585 Odoo 20 changes across 52 apps

Odoo 20 CRM: common questions

What is new in Odoo 20 CRM?

The official Odoo 20 release notes list 5 CRM changes (2 new features, 3 enhancements). They include Hidden address info, Lead distribution, Lead generation, Pipeline switcher and more.

Are the Odoo 20 CRM changes available in Community edition?

4 of the 5 changes are in Odoo 20 Community (and Enterprise). 1 is Enterprise only. Each change on this page is labeled with its edition.

Do Odoo 20 CRM changes affect my customizations when upgrading from Odoo 19?

3 of the 5 changes have something to check when upgrading from Odoo 19, for example Hidden address info, Lead generation, Upsells from lead. Each change on this page has an "Upgrading from Odoo 19" note. Test custom modules on a copy of your database before moving production.

How do I upgrade CRM to Odoo 20?

Restore a copy of your database, run the Odoo 20 upgrade on the copy, fix any custom modules that extend CRM, then test your main CRM flows with real users before switching production. iVentureTeam runs Odoo upgrades end to end, including custom module migration and user testing.

Going further with Odoo 20 CRM

Odoo services for this

Odoo ImplementationPlan, configure and roll out Odoo apps around your processes.Learn more AI Sales AssistantAI help for lead follow-up and quoting.Learn more Odoo IntegrationConnect Odoo to payment, shipping, marketplace and other systems.Learn more Odoo Upgrade ServicesMove to Odoo 20 with your data and custom modules intact.Learn more

More Odoo 20 release notes

Odoo 20 Point of Sale 20Odoo 20 Rental 6Odoo 20 Sales 27Odoo 20 Subscriptions 1Odoo 20 General 41Odoo 20 AI 20Odoo 20 Sign 15Odoo 20 Spreadsheet 30Odoo 20 Accounting 45Odoo 20 Online Payments 16Odoo 20 Appointments 19Odoo 20 eCommerce 38Odoo 20 Website 60Odoo 20 Inventory 22

Planning your Odoo 20 move

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