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.
In this video, we are going to discuss the topic of how to generate leads or opportunities for our website visitors. To conduct the process, Odoo has an Application named Contact Form. This application integrates a contact form in your “Contact us” page on the website and automatically creates 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.
Configuration
Go to Apps – Contact Form. Install the Application Contact Form with the technical name website_crm.
After the successful installation of the Contact form, if you go to the website and click on the contact us page, you will be embedded with different options for the visitors.
Upon further click, you can also see the contact form.
Now you can have a look at what is there on the contact page before installing the Contact Form Application.
when you further click on Send Us an email button, an email composing wizard will pop up, where you can insert the details and queries and later send it across your contacts.
This is somewhat time to consume and not so user-friendly. But after the installation of our application, the process becomes simple and easy. Now we can go to our contact form.
Fill the necessary details such as name, phone number, email, question, etc. After the proper updation of data click on the Send button. When we send our query we can immediately get the status of it.
Whenever the visitor submits the form, the data is automatically fetched to leads. Go to CRM – Pipeline
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
This is all about how we can integrate contact form with leads. I hope this helps you to transact a smooth business flow via Odoo.
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Cybrosys is enriched with technical experts and research scholars producing high-end quality software tools. Our sophisticated infrastructure and lab facilities constantly bring in new technological innovations and attributions. Partnership with ODOO, MICROSOFT, IBM, Intel, HP, NASSCOM proves our strength and excellence.
We are Odoo Gold Partners standing par excellence in Odoo Implementation, Customization, and allied services. We do Source code sale, Custom software development, and Employee outsourcing. The latest research and developments in Cybrosys are being conducted in Blockchain. Our robust quality product and services are widely used by clients residing across in India, USA, UK, Middle East & Europe.
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