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By: Avinash

How to generate leads from an incoming email?

Functional Odoo 10 Marketing

Lead generation and sales are two major part of the business cycle. In Odoo ERP, the user can track a lead from its origin itself and convert it to a sale systematically. Odoo provides a useful feature to generate leads automatically from the incoming E-mail (like an inquiry about a product). Which means when we receive a mail from somebody, it will be converted as a lead in Odoo. In this blog, I will be explaining how to configure this in Odoo enterprise v10.

Step 1: Setup an alias domain
Go to settings -> general settings

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Put an alias domain. And then click apply.

Step 2: Then we to configure the incoming mail server for the E-mail id.
Go to settings -> general settings

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Now configure an incoming Email server
(Here it is an example of incoming mail server I created.)

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Data fields explanation:
Server Type: You can choose from POP, IMAP, and LOCAL. POP is the most used one and is used for getting emails from the server to a client.
Server Name: The name of the server. (pop.gmail.com)
Port: Select the port of the server.
SSL/TLS: Check this if you want to encrypt the messages.
Username: Put your e-mail id.
Password: The password of your email

Step 3: Activate leads in CRM
Go to CRM/Sales ->  configuration -> settings

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Then change the lead option to Use leads if you need a qualification step before creating an opportunity or a customer

Step 4: Setup team alias
Go to CRM/Sales -> configuration -> sales team
-Select any sales team.

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-Tick the leads option
-Then enter the email address we have already configured in the incoming mail server column.

Now all emails received in that mail id will change as leads.
In every 5 minutes, Odoo runs the scheduler for fetching the mails from the incoming mail server and It will be converted to lead. 
I believe I have explained the process in detail. Hope you will use it. 



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Comments

1

Mayank Raghav

Hi, I am using odoo 13 crm module, and generate my website query into lead in odoo using email function, But By Default Sales person i could not define. i would like define a sales person by default when create a new lead. Can we do that or not, if yes please share some documentation for reference. Thanks

27/12/2019

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3:27AM




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