CRM Lead First Name
CRM Lead First Name
Finally, Know Your Leads by Name - First AND Last
The Problem You Know Too Well
You get a new lead. Their name is "John Smith." You enter it in one field. Later, you want to send a personalized email: "Dear John" - but Odoo doesn't know which part is the first name. So you end up with awkward "Dear John Smith" or worse, you're manually splitting names in spreadsheets.
Names shouldn't be this hard.
What If Names Just Worked?
Imagine entering "John" in the first name field and "Smith" in the last name. When you convert that lead to a contact, the names stay separate. Your email templates can say "Dear {{firstname}}" and it just works.
That's CRM Lead First Name.
The WOW Factor
| What You Get | Why It Matters |
|---|---|
| Separate Name Fields | Enter first and last name independently |
| Automatic Sync | Names flow correctly to contacts |
| Partner Integration | Select a contact and names populate automatically |
| Cleaner Data | Better segmentation and personalization |
How It Works (The Simple Version)
- Create a lead - Enter first name and last name separately
- Convert to contact - Names automatically become partner firstname/lastname
- Select existing contact - Their first/last names populate the lead
That's it. No manual splitting. No copy-paste errors. Just clean name data.
Real Results
| Before | After |
|---|---|
| "John Smith" in one field | "John" + "Smith" in separate fields |
| Manual name parsing | Automatic name sync |
| Generic "Dear Customer" | Personalized "Dear John" |
Who Is This For?
CRM Lead First Name is perfect for:
- Sales teams doing personalized outreach
- Marketing teams running mail merge campaigns
- Anyone who wants clean, usable contact data
This probably isn't for you if:
- You only deal with company names
- You don't use Odoo CRM
- You enjoy parsing names manually
Part of a Name-Aware System
This module works with partner_firstname to create a complete solution:
| Module | What It Does |
|---|---|
| partner_firstname | Split names on contacts/partners |
| crm_lead_firstname | Split names on leads (syncs with above) |
Together, names stay clean from first contact to loyal customer.
The Technical Stuff (For Those Who Care)
Click to expand technical details
- **Odoo Version:** 18.0+ - **Origin:** OCA (Odoo Community Association) - **Dependencies:** crm, partner_firstname - **License:** AGPL-3 - **Documentation:** [Full technical docs](crm_lead_firstname_SCHEMA.md)Frequently Asked Questions
Q: Do I need partner_firstname too?
A: Yes. This module extends partner_firstname to work with CRM leads.
Q: What happens to existing leads?
A: Existing leads keep their current contact_name. You can manually split names or update via import.
Q: Does it work with lead-to-opportunity conversion?
A: Yes. When you convert a lead, the firstname/lastname are passed to the created partner.
Ready for Better Name Data?
Install from the Odoo Apps menu - search for "Firstname and Lastname in Leads"
CRM Lead First Name - An OCA Module by Tecnativa
Version 18.0.0.1 | Odoo 18 Compatible