How to Create Lead_Opportunity From Odoo 18 Website

How to Create Lead_Opportunity From Odoo 18 Website

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  How to Create Lead/OpportunityFrom Odoo 18 Website Enterprise
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  Enterprise Introduction Odoo's Website appprovides a powerful platform for generating leads and nurturing them into opportunities. We can create leads or opportunities directly from the website module to streamline customer inquiries or interactions captured via web forms. This integration ensures that potential customer data is automatically recorded in the CRM module, reducing manual data entry and enhancing lead management.
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  Enterprise Let’s move tothe Website module and create a simple contact form from the Homepage of the website. For that, click on Edit from the top right corner of the website page. We can create this on any page, here we go for the ‘home’ page itself.
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  Enterprise Then, drag anddrop the ‘Contact & Forms’ snippet from the right to the page and design the form as we need. There will be readymade templates also. Edit the headings and labels as we need.
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  Enterprise Here, on selectingthe Submit button on the from, we will get the details of the customizations possible for it on the right side. Here, we see like the Submit button have the Action to ‘Send a Mail’.
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  Enterprise Other actions likeApply for Job, Create a customer, Create an opportunity, Create a Task, etc will be available from the list
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  Enterprise Select the action‘Create an Opportunity’ from the list. And click on ‘Save’ on top to save all the changes we have made for the web page.
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  Enterprise After the editand save, get into the page and fill in the data for the form we have just created and click on submit button.
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  Enterprise We will beredirected to a success page like
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  Enterprise Now, go tothe CRM module and see the main pipeline after removing the default filters. Then we can see that an opportunity will be created on the pipeline with Stage ‘New’ with the title as we have given for the subject in the contact form.
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  Enterprise Opening the opportunity,we can see the details as the below screenshot. The Email and Phone will be saved as we have given in the contact form. And the question in the contact form will be shown as the internal notes in the lead.
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  Enterprise This opportunity canbe converted or upgraded to any stage as we want using the buttons available on the top. And while clicking on the Quotation button, this can be made as a quotation by confirming through a wizard like
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  Enterprise The customer creationcan be decided with those three options and the quotation will get created. This can further be confirmed, invoiced and treated for the business as we do normally.
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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