> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Odoo Mini CRM

> Learn how to use the Odoo Mini CRM features in WhatsApp

## Overview

The Odoo Mini CRM allows you to manage your CRM data directly from WhatsApp without switching applications. Create contacts, add leads, attach notes, and sync conversations to your Odoo instance.

***

## Opening the Mini CRM

<Steps>
  <Step title="Open a Chat">
    Open any WhatsApp chat that you want to associate with an Odoo contact.
  </Step>

  <Step title="Click the Odoo Icon">
    In the Eazybe panel, click on the **Odoo** icon to open the Mini CRM view.

    <img src="https://mintcdn.com/eazybe/y709fkcnN2J-6r8X/images/odoo-08.png?fit=max&auto=format&n=y709fkcnN2J-6r8X&q=85&s=94afda4f1c97342ac60a462e2bebdd6b" alt="Odoo Mini CRM Icon" width="1380" height="594" data-path="images/odoo-08.png" />
  </Step>

  <Step title="View Contact Details">
    The Mini CRM panel will open showing the associated Odoo contact information (if already linked).
  </Step>
</Steps>

***

## Creating Contacts and Leads

### Creating a New Contact

<Steps>
  <Step title="Click Create Contact">
    In the Mini CRM panel, click on the **Create Contact** button.
  </Step>

  <Step title="Fill Contact Details">
    Enter the contact information:

    <ul>
      <li>Name</li>
      <li>Email</li>
      <li>Phone</li>
      <li>Company</li>
      <li>Any other relevant fields</li>
    </ul>
  </Step>

  <Step title="Save Contact">
    Click **Save** to create the contact in Odoo.

    <Check>
      The contact will be created in your Odoo CRM and linked to this WhatsApp conversation.
    </Check>
  </Step>
</Steps>

### Creating a Lead

<Steps>
  <Step title="Click Create Lead">
    In the Mini CRM panel, click on the **Create Lead** button.
  </Step>

  <Step title="Fill Lead Details">
    Enter the lead information including:

    <ul>
      <li>Lead title</li>
      <li>Contact person</li>
      <li>Expected revenue</li>
      <li>Probability</li>
      <li>Expected closing date</li>
    </ul>
  </Step>

  <Step title="Save Lead">
    Click **Save** to create the lead in Odoo.
  </Step>
</Steps>

***

## Adding Notes

<Steps>
  <Step title="Open Notes Section">
    In the Mini CRM panel, navigate to the Notes section.
  </Step>

  <Step title="Add a Note">
    Click **Add Note** and enter your note content.
  </Step>

  <Step title="Save Note">
    Click **Save** to attach the note to the contact in Odoo.

    <Tip>
      Use notes to track important conversation details, follow-up reminders, or customer preferences.
    </Tip>
  </Step>
</Steps>

***

## Customizing Properties

<Steps>
  <Step title="Click Edit Properties">
    Click the **Edit Properties** button to customize which fields are displayed in the Mini CRM view.

    <img src="https://mintcdn.com/eazybe/y709fkcnN2J-6r8X/images/odoo-09.png?fit=max&auto=format&n=y709fkcnN2J-6r8X&q=85&s=075446a71b774019765b60a6ad0beb0a" alt="Edit Properties Button" width="1279" height="551" data-path="images/odoo-09.png" />
  </Step>

  <Step title="Select Properties">
    Choose which Odoo properties you want to see in the Mini CRM panel.
  </Step>

  <Step title="Save Changes">
    Click **Save** to apply your property customizations.
  </Step>
</Steps>

***

## Chat Backup with Label-Based Sync

You can control which WhatsApp conversations are backed up to Odoo using labels.

<Steps>
  <Step title="Click the Sync Button">
    In the Eazybe panel, click on the **Sync** button to open sync settings.

    <img src="https://mintcdn.com/eazybe/y709fkcnN2J-6r8X/images/odoo-10.png?fit=max&auto=format&n=y709fkcnN2J-6r8X&q=85&s=33505001222091c3a6c6b2cfd617ad84" alt="Sync Button" width="1380" height="594" data-path="images/odoo-10.png" />
  </Step>

  <Step title="Enable Label-Based Sync">
    Turn on the label-based sync option to filter which contacts get backed up.
  </Step>

  <Step title="Select Labels">
    Choose the WhatsApp labels that you want to include in the sync. Only contacts with these labels will have their chats backed up to Odoo.

    <Tip>
      This helps you backup only relevant business conversations and exclude personal chats.
    </Tip>
  </Step>
</Steps>

***

## Viewing in Odoo

<Steps>
  <Step title="Click View on Odoo">
    In the Mini CRM panel, click the **View on Odoo** button.

    <img src="https://mintcdn.com/eazybe/y709fkcnN2J-6r8X/images/odoo-11.png?fit=max&auto=format&n=y709fkcnN2J-6r8X&q=85&s=a68cfe61d7887807ed426d9590c0386d" alt="View on Odoo Button" width="1279" height="551" data-path="images/odoo-11.png" />
  </Step>

  <Step title="Open in Browser">
    The contact's profile page will open directly in your Odoo instance in a new browser tab.
  </Step>
</Steps>

***

## Viewing All Chat Backups in Odoo

To see all your WhatsApp conversations that have been backed up to Odoo:

<Steps>
  <Step title="Navigate in Odoo">
    In your Odoo instance, look for the **WhatsApp Chats by Eazybe** menu item.

    <img src="https://mintcdn.com/eazybe/y709fkcnN2J-6r8X/images/odoo-12.png?fit=max&auto=format&n=y709fkcnN2J-6r8X&q=85&s=91039d9159ec335f40656e0df58f04db" alt="WhatsApp Chats Menu" width="1279" height="551" data-path="images/odoo-12.png" />
  </Step>

  <Step title="View All Backups">
    Click on it to see all synced WhatsApp conversations with their messages.
  </Step>
</Steps>

***

## Quick Reference

| Action          | How To                                     |
| --------------- | ------------------------------------------ |
| Open Mini CRM   | Click Odoo icon in Eazybe panel            |
| Create Contact  | Click Create Contact in Mini CRM           |
| Create Lead     | Click Create Lead in Mini CRM              |
| Add Note        | Click Add Note in Notes section            |
| Edit Properties | Click Edit Properties button               |
| View in Odoo    | Click View on Odoo button                  |
| Configure Sync  | Click Sync button for label-based settings |

***

## Need Help?

<Card title="Contact Support" icon="envelope">
  If you have any questions or need further assistance, reach out to us at
  **[hey@eazybe.com](mailto:hey@eazybe.com)**. We're happy to help!
</Card>