Lead Generation in Odoo 18 Event - Odoo 18 Slides

Lead Generation in Odoo 18 Event - Odoo 18 Slides

• 1.
  Lead Generation inOdoo 18 Event Module Enterprise
• 2.
  Enterprise Introduction In this slidewe’ll discuss on the lead generation in odoo 18 Event module. Using this feature, we can generate leads based on the lead generation rules we configured. This enables seamless integration between events and CRM.
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  Enterprise First we canset the lead generation rules for the event from the configuration menu.
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  Enterprise Here we canset the rule as per the requirement and if this rule need to be applied for certain event only, we can choose the event or else leave empty.
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  Enterprise Here we cansee the events in different stages in Event module. Even if the event is ended, we can generate events based on our lead generation rules.
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  Enterprise We can clickon generate leads button to generate the leads from this event. A notification will be showing the leads have been created. We can view the lead generated by clicking on the Leads smart button.
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  Enterprise The generated leadcan be viewed in list view from here.
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  Enterprise Also we cangenerate leads from the event which has been ended by clicking on Generate leads. Then as per the lead generation rule, lead will be created and we can view it from the smart button.
• 9.
  Enterprise These are thegenerated leads from this event.
• 10.
  Enterprise We can viewthe generated leads also from the CRM module.
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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