Customer Relationship Management

Last updated: october 24, 2019

Customer Relationship Management

Generating leads or opportunities from Website

Automating the lead/opportunity generation will significantly improve the operation efficiency. Any visitor utilizing the contact form on website will make a lead/opportunity in the pipeline.

To make the feature work, use contact us on website.

You should first go to your website app.

With CRM app installed, you benefit from ready-to-use contact form on your Odoo website that will create leads/opportunities automatically.

In order to change it to a specific sales channel, go to Website ? Configuration ? Settings, under Communication field, one can view the Contact Form info and field to change the Sales Team and Salesperson.

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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