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By: Avinash

How to generate leads from an incoming email?

Lead generation and sales are two major part of a 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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