Odoo 18 stands out as a powerful business management platform, delivering advanced features for lead generation and opportunity handling. With its CRM module and smooth integrations, it enables businesses of any size to capture prospects, qualify them efficiently, and simplify the conversion journey.
This article explores the main approaches to generating leads and opportunities in Odoo 18, while also highlighting best practices to enhance efficiency and drive better business results.
1. Manual Lead Creation
Sometimes prospects reach out through phone calls, walk-ins, or casual interactions. When this happens, sales teams can easily record these inquiries by manually creating leads in Odoo 18.
For this, Navigate to the Odoo 18 CRM Module, Click on the New Button. Then a small form will open in the pipeline itself; there we can enter the basic information like Contact name, Opportunity name, email address, phone number, expected revenue, and the priority of the lead.
2. Website Contact Forms
In Odoo, you can generate leads directly through website forms by linking contact, inquiry, or request-a-quote forms with the CRM module. When a visitor completes and submits a form, their details are instantly captured and converted into a lead within the CRM system.
For that, we need to edit the contact form and configure the submit button's action as "Create an Opportunity”.
Then Fill Up and submitting the contact form will create an opportunity.
The Opportunity is created under the new stage. The Subject from the Contact form will be the name of the Opportunity.
3. Lead from Live Chat
In Odoo, leads may also be created through the website’s Live Chat feature. When visitors communicate with sales or support teams, their details—such as name, email, and chat history—are automatically recorded and converted into CRM leads. This allows businesses to connect with prospects in real time, respond to questions, immediately, and qualify potential customers during the conversation. Sales teams can follow up directly based on the chat, ensuring faster responses and improved engagement. Additionally, automated lead assignment and alerts help make the process more efficient.
We can create a lead from live chat by using the command “/lead” followed by the name of the lead.
4. Lead from Email
In Odoo, leads can be created directly from incoming emails by configuring an email alias in the CRM. First, enable the Leads option in CRM settings and set up an incoming mail server with the required details. Assign the target model as Lead/Opportunity and define an email alias. To collect or generate leads from emails, navigate to the incoming mail server settings and use the Fetch Now option to retrieve leads instantly.
Then sent an email to the email address configured in the incoming mail server.
To generate leads from emails, open the incoming mail server configuration and select the Fetch Now button to retrieve and create leads instantly.
Now the Lead are fetched. You can see the lead Laptop Enquiry that we had created via email.
5. Lead Mining
In Odoo 18, the Lead Mining feature (available as a paid option) helps you automatically generate leads based on predefined criteria. Within the CRM module, navigate to the Lead Mining menu to set filters such as country, industry, company size, or employee count. Once configured, click Generate Leads, and Odoo will create new records that match your selections. These leads can then be assigned to sales teams or individual salespeople for follow-up, ensuring your pipeline stays active with qualified prospects.
Firstly, we need to enable the Lead Mining option from settings.
Then navigate to the leads menu and click on the Generate lead Button.
Complete the required fields in the popup wizard and click Generate Leads. If sufficient credits are available, Odoo will create leads based on your defined configuration.
6. Lead Enrichment
In Odoo 18, lead enrichment automatically supplements incomplete lead records with valuable details, making them more actionable for sales teams. When a lead is created or imported with minimal information, such as only a company name, Odoo can enhance it by retrieving additional data like the company’s address, phone number, website, industry, and workforce size. This feature minimizes manual research, saves time, and ensures your sales team has reliable, up-to-date insights to better qualify and prioritize leads.
For Lead Enrichment, you must enable Lead Enrichment in the CRM settings.
7. Visits to Leads
In Odoo 18, the Visits to Leads feature allows you to turn website traffic into potential opportunities. As visitors navigate your site, Odoo monitors their actions—such as time spent, pages visited, and form submissions. When specific behaviors indicate strong interest, like repeatedly checking the pricing page or completing a form, the system can automatically create a lead in the CRM. These leads include valuable information such as IP address, location, and UTM source data, giving your sales team better insight into each prospect’s interests and enabling more personalized follow-up.
After enabling the Visits to Leads option, navigate the Visits to Leads Rule menu from the configuration.
And Create a rule for this by clicking on the new button.
Begin by defining a rule name and choosing the data tracking target, which can be either companies alone or companies along with their contacts. Next, provide details such as the country, select the website, enter the specific page URL, and set the sequence. Under the Opportunity Generation Conditions, you can specify the industry type for lead creation and further refine results by filtering companies based on their employee count.
We can mention the type, either lead or opportunity, that is generated from this rule. Then the suffix, sales team, salesperson, tags, and the priority. This will create the leads or opportunities that will be assigned to the selected salesperson and sales team.
If you have enough credits, you can see the opportunities from visiting the website in the opportunities smart buttons.
These are the available methods that help to generate leads or opportunities in the Odoo 18 CRM Module.
To read more about What Are the Ways to Generate Leads or Opportunities in Odoo 18, refer to our blog What Are the Ways to Generate Leads or Opportunities in Odoo 18.