Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline.

Use the contact us on your website

You should first go to your website app.

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

To change to a specific sales channel, go to Website ‣ Configuration ‣ Settings under Communication you will find the Contact Form info and where to change the Sales Channel or Salesperson.

Create a custom contact form

You may want to know more from your visitor when they use the form to contact you. You will then need to build a custom contact form on your website. Those contact forms can generate multiple types of records in the system (emails, leads/opportunities, project tasks, helpdesk tickets, etc…)

配置

You will need to install the free Form Builder module. Only available in Odoo Enterprise.

Create a custom contact form

From any page you want your contact form to be in, in edit mode, drag the form builder in the page and you will be able to add all the fields you wish.

By default any new contact form will send an email, you can switch to lead/opportunity generation in Change Form Parameters.

Generate leads instead of opportunities

When using a contact form, it is advised to use a qualification step before assigning to the right sales people. To do so, activate Leads in CRM settings and refer to Convert leads into opportunities.