CRM - Odoo 15 Enterprise Book

Lead generation form multiple sources

Generate Leads or Opportunities from Emails

Emails are the best source for generating leads. The emails sent by the customers can be tracked and gather the contact information and also recognize the interests of the customer. The sales team operators of your organization can handle these emails and generate new leads. The Sales Team menu available in the Odoo platform allows you to define the email domain


So we learned how Odoo assists you to generate leads or opportunities from emails and now let us have a discussion on how to generate leads or opportunities from websites.

Creating leads or opportunities from Websites

The websites are also an effective platform for turning visitors into potential customers. On a company website, there will be a lot of visitors who hit your website to learn more about your products and services. These possibilities are well recognized by the Odoo platform and it gives you a chance to generate leads by tracking the visitors of the company website. Moreover, this feature allows you to clearly understand the interest of the customers. So that you can prepare suitable strategies without losing any of the possibilities. For experiencing this feature, Odoo platform allows you to set up the respective operations in the settings menu of the Odoo Website module. When you enter into the Settings menu of the Website module, you can view the option Contact Form under the Communication tab. This option is meant for adding a contact form in the Contact Us page of the company website. Here you are allowed to mention the Sales Team and Salesperson. So that they can manage and track the new leads created through the Contact Us form. The given image will depict you the Contact Form feature.


The Contact Us page of the website is managed by the Website module. Even so the details given in the platform will be accessible for the respective sales team allocated. This is because of the highly integrated nature of the Odoo CRM module. Almost all modules in the platform can be integrated with other modules effortlessly. The CRM module can be easily integrated with all other modules such as Sales, Website, Sign, Invoicing, Email marketing, Inventory, Contacts ,Rental and much more.


As we clear on how Odoo can help you transform your website visitors into your leads or opportunities. Now let us consider the Reporting functionalities of Odoo CRM module.



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