How to Create Lead Opportunity from Odoo 17 Website

How to Create Lead Opportunity from Odoo 17 Website

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  How to CreateLead/Opportunity From Odoo 17 Website Enterprise
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  Introduction Enterprise This slide willshow that how to create lead/opportunity from Odoo 17 website. Odoo can turn website interaction into opportunities automatically when a visitor fills out a contact form or submit an inquiry odoo can create a new lead or opportunity in CRM.
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  Enterprise ● Let’s seehow we can manage this. ● Go to website > Contact us > Create a new Form. ● Click on the ‘Edit’ button and add a new form.
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  Enterprise ● Let’s needto customize the form. ● Upon the submission of this form we have to create lead or opportunity. ● Click on the ‘Submit’ button and set action to create lead or opportunity.
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  Enterprise ● Save thechanges. ● Fill up the form and click on the ‘Submit’ button.
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  Enterprise ● Let’s gothe CRM > Sales > My Pipeline. ● Remove the filter and you can see that a lead will be created.
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  Enterprise ● The subjectis added under the internal note. ● Add the customer, salesperson and save the record.
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  Enterprise ● You canwon the opportunity and the probability will be turned 100%. ● We have generated $500 from this opportunity.
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  Enterprise ● We havemade a profitability from the leads or opportunity that have created from the website form. ● Creating opportunity through the website can help your streamline and your sales process generate more qualified more leads. ● This is how we can create lead/opportunity from Odoo 17 website.
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  For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com