vodoo crm¶
Manage Odoo CRM leads and opportunities.
Commands¶
list¶
List CRM leads/opportunities.
Options:
| Option | Type | Description |
|---|---|---|
--search / -s |
TEXT | Search in name, email, phone, description |
--stage |
TEXT | Filter by stage name |
--team |
TEXT | Filter by sales team name |
--user |
TEXT | Filter by salesperson name |
--partner |
TEXT | Filter by partner/customer name |
--type |
TEXT | Filter by type: 'lead' or 'opportunity' |
--limit |
INT | Maximum number of leads (default: 50) |
--field / -f |
TEXT | Specific fields to fetch |
show¶
Show detailed lead/opportunity information.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
Options:
| Option | Type | Description |
|---|---|---|
--field / -f |
TEXT | Specific fields to fetch |
--html |
BOOL | Show raw HTML description |
comment¶
Add a comment to a lead (visible to followers).
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
message |
TEXT | Comment message |
Options:
| Option | Type | Description |
|---|---|---|
--author / -a |
INT | User ID to post as |
--no-markdown |
BOOL | Disable markdown conversion |
note¶
Add an internal note to a lead (not visible to followers).
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
message |
TEXT | Note message |
Options:
| Option | Type | Description |
|---|---|---|
--author / -a |
INT | User ID to post as |
--no-markdown |
BOOL | Disable markdown conversion |
tags¶
List available CRM tags.
tag¶
Add a tag to a lead.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
tag_id |
INT | Tag ID |
chatter¶
Show message history/chatter for a lead.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
Options:
| Option | Type | Description |
|---|---|---|
--limit |
INT | Max messages to show |
--html |
BOOL | Show raw HTML |
attachments¶
List attachments for a lead.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
download¶
Download a single attachment by ID.
Arguments:
| Argument | Type | Description |
|---|---|---|
attachment_id |
INT | Attachment ID |
Options:
| Option | Type | Description |
|---|---|---|
--output |
PATH | Output file path |
download-all¶
Download all attachments from a lead.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
Options:
| Option | Type | Description |
|---|---|---|
--output / -o |
PATH | Output directory (defaults to current directory) |
--extension / --ext |
TEXT | Filter by file extension (e.g., pdf, jpg, png) |
fields¶
List available fields or show field values for a specific lead.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead ID (optional) |
Options:
| Option | Type | Description |
|---|---|---|
--field-name |
TEXT | Show specific field |
set¶
Set field values on a lead.
HTML fields automatically convert markdown to HTML.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
fields |
TEXT | Field assignments (field=value) |
Options:
| Option | Type | Description |
|---|---|---|
--no-markdown |
BOOL | Disable markdown to HTML conversion for HTML fields |
attach¶
Attach a file to a lead.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
file_path |
PATH | Path to file to attach |
Options:
| Option | Type | Description |
|---|---|---|
--name / -n |
TEXT | Custom name |
url¶
Get the web URL for a lead.
Arguments:
| Argument | Type | Description |
|---|---|---|
lead_id |
INT | Lead/Opportunity ID |
create¶
Create a new CRM lead or opportunity.
Examples: vodoo crm create "New deal" --revenue 5000 vodoo crm create "Prospect" --type lead --partner 42 vodoo crm create "Big deal" -r 50000 --stage 3 --user 5 --tag 1 --tag 2
Arguments:
| Argument | Type | Description |
|---|---|---|
name |
TEXT | Lead/opportunity name |
Options:
| Option | Type | Description |
|---|---|---|
--partner / -p |
INT | Customer partner ID |
--revenue / -r |
FLOAT | Expected revenue |
--stage |
INT | Pipeline stage ID |
--user / -u |
INT | Salesperson user ID |
--team |
INT | Sales team ID |
--tag / -t |
INT | Tag ID (can repeat) |
--type |
TEXT | Type: 'lead' or 'opportunity' (default: opportunity) |
stages¶
List CRM pipeline stages.
Options:
| Option | Type | Description |
|---|---|---|
--team |
INT | Filter by sales team ID |
pipeline¶
Show pipeline summary with stage counts, revenue, and weighted totals.
Examples: vodoo crm pipeline vodoo crm pipeline --team "Sales" vodoo crm pipeline --health --deals vodoo --json crm pipeline
Options:
| Option | Type | Description |
|---|---|---|
--team |
TEXT | Filter by sales team name |
--user |
TEXT | Filter by salesperson name |
--health |
BOOL | Show health flags (stale, missing data) |
--deals |
BOOL | Expand individual deals under each stage |