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