How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide:

1. Set up Events:

– Create events with relevant details like name, start/end dates, location, and description.

– Assign responsible users and categories for better organization.

2. Manage Attendees:

– Allow attendees to register for events through the event module or an external registration form.
– Collect attendee information such as name, email, phone number, company, and other relevant fields.
– Track attendee status (registered, confirmed, attended, etc.).

3. Convert Attendees to Leads:

– Create a workflow or automation rule to automatically convert registered attendees into leads upon confirmation or attendance.

– Map attendee fields to lead fields (e.g., name, email, phone, company).

– Add additional lead information as needed, such as industry, job title, or interests.

4. Nurture Leads:

– Utilize the CRM module to track and nurture leads generated from events.

– Assign leads to sales teams for follow-up.

– Send personalized emails, schedule meetings, and track interactions.

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