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How to Create a Lead from Odoo 13 Website

Odoo is an efficient ERP for managing your business process in a very smooth and efficient manner. The attractive feature of Odoo is that every application like Sales, Accounting, Manufacturing, and others are interconnected to each other making the organizational functions transparent and streamlined. From website we can automatically create leads in Odoo CRM whenever the form is submitted. This action allows a better qualification of the lead, which is perfect to link with marketing campaigns.

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How to Create a Lead from Odoo 13 Website

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  1. How to Create a Lead from Odoo 13 Website www.cybrosys.com

  2. INTRODUCTION ❖ Odoo is an efficient ERP for managing your business process in a very smooth and efficient manner. The attractive feature of Odoo is that every application like Sales, Accounting, Manufacturing, and others are interconnected to each other making the organizational functions transparent and streamlined. ❖

  3. ❖ From website we can automatically create leads in Odoo CRM whenever the form is submitted. ❖ This action allows a better qualification of the lead, which is perfect to link with marketing campaigns.

  4. Let’s check the Configuration Go to Apps -> Contact Form. Install the Application Contact Form with the technical name “website_crm”.

  5. After the successful installation , Go to -> website -> contact us.After the proper updation of data -> Send

  6. submits the form, the data is automatically fetched to leads. Go to - > CRM ->Leads

  7. ❖ We can see the submitted query here as a lead that you can proceed with. ❖ You can also see that all the information given in the contact form is automatically filled in the lead

  8. For More For More Details Details Check our company website for related blogs and Odoo book. Odoo Blogs Check our YouTube channel for functional and technical videos in Odoo. How to create a lead from odoo website?

  9. Thank You

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