Odoo 18 Enterprise Book: CRM

2. Leads

One way to think of leads is as the initial step in starting a business connection with a customer or company. If someone or a group shows interest in your business, you might be able to convert that curiosity into a lead, which could subsequently lead to a sales opportunity. The Odoo 18 CRM may be used to collect leads from a number of sources. Inquiries conducted through phone calls, SMS, emails, live chat, help desk tickets, events, contact forms, and many more methods can generate leads in Odoo18. The best care and attention must be used while managing leads produced by these platforms in order to maximize the chances of success. Odoo 18 offers a specific platform for the management of the CRM module.

By selecting the Settings menu in the module, you may open the lead management window. As shown in the screenshot below, you can enable the Lead option under the CRM tab.

A new menu item called Leads will show up in the main menu bar when this option is enabled. A list of every lead generated by Odoo 18's many platforms will be shown on this platform.

The list of leads contains the following details: lead, email, phone, firm, city, country, allocated partner, salesperson, and sales team on the lead page, as in the screenshot below. You can alternate between the platform's Calendar, Pivot, Graph, Activity, and Kanban views based on your requirements.

While the Generate Leads button will automatically produce leads based on preset parameters, the New button allows you to manually record new leads.

First, let's look at the Odoo 18 CRM module's manual lead creation process. In the upper left corner of the screen is the New button. To get started, click it. As seen in the screenshot below, clicking this button will bring up a new window with the lead's details.

Additionally, Odoo 18 will save the information entered in this field automatically without requiring you to select the Save option. By choosing the Save Manually option, you can decide to manually store the data. The Discard button has also undergone modifications. Odoo 18 has given Discard Changes a new icon. The latest version of Odoo does not include an Edit button, but you can click on the field you want to change by moving your mouse pointer over it.

You can provide the title of the lead in the appropriate field. The name of the prospective business partner that will be formed if the lead is converted into an opportunity can be specified in the Company Name section.

In the Address field, type the business's address. The contact's website can be added to the Website section. Additionally, enter the Language, Contact Name, Email, Email Cc, Job Position, Phone, and Mobile in the appropriate fields. You can nominate a team and an employee for the lead management under the Sales Team and Salesperson areas, respectively. The lead stars might be given based on their priority. Enter the relevant tags for the leads in the designated field.

When you scroll down the window, four options appear. which, as indicated in the screenshot below, are Send Message, Log Notes, WhatsApp, and Activities.

Clicking the Send Message button will bring us a new section where we can add messages to the Followers. Smilies and attachments can be added to the message box. Then send the message by clicking the Send button.

Clicking the Log note button will bring up a section that is exactly like this one. Log notes are nothing more than a tool for user-to-user communication.

There is a feature in Odoo 18 called WhatApp. This version also allows Odoo to integrate WhatsApp. With this, users may reach out to customers directly and receive their reactions.

The final option is activities. Consequently, users can also use this to schedule activities, which is similar to what we discussed earlier. In the discussion, Odoo 18 introduced a new search function. It facilitates finding particular messages. To access the search option, click the "searching" sign, as shown in the screenshot below.

When you add text and search for it, the results will appear as they do in the screenshot below.

This window displays a recently added feature to Odoo called Add a Property. You can add customized fields to the form view with this function.

Clicking the Add a Property button will bring up a pop-up window like the one below.

You can mention the new field's name in the designated space. For example, if you want to add the Country field to the form view, you can call the field Country. You can select the new field's type from the drop-down menu that appears under Field Type. The field type may be Text, Checkbox, Integer, Decimal, Date, Date & Time, Selection, Tags, Many2one, or Many2many, depending on your preferences.

Once the Field Type has been established, you may provide a Default Value for this new field in the corresponding field.

You can add a number of these fields to the form display by clicking the Add a Property button. Any further notes you may have regarding the lead can be included under the Internal Notes tab.

The Marketing and Analysis information can be added under the Extra Info tab. In the Marketing area, list the Company, Campaign, Medium, Source, and Referred By. Under the Analysis field, you may see details about the Assignment Date and Closed Date, as in the image below.

The Assigned Partner tab in the new lead creation box is where you can add the geolocation and Assigned Partner information.

2.1 Generation of Leads

A straightforward technique for producing leads straight from the CRM module is offered by Odoo 18. This feature is exclusive to the enterprise edition. To enable this feature in your CRM module, select the Lead Mining option from the Settings menu. This option can be found under the Lead Generation tab, as seen in the figure below.

This feature can be used by Odoo 18 Enterprise users to improve the lead creation process. As you can see in the screenshot below, the Generate Leads button will assist you in automatically generating leads from the Leads management box.

By selecting the "Generate Leads" button, you can now establish lead rules. When you click this button, a pop-up window outlining the lead generation criteria will appear. The pop-up window will look like this.

Here, the number of leads required from a certain target may be indicated. Companies or companies and their contacts can be targets. Along with these details, you can also include the target lead's countries, states, and industries. Activate the Filter on Size option to filter the leads based on their size. You can assign a sales team and a salesperson in the appropriate areas to handle the leads. Enter the relevant tags for the leads in the Default Tags section. Click "Generate Leads," once you have completed all the fields. Based on the data you have entered, leads will be created. Keep in mind that creating leads in the CRM module requires a specific quantity of credits and that this is a paid service.