Genera leads/oportunidades desde la página web de contacto¶
Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline.
Usa el contáctanos en tu página web¶
Primero debes ir a la página web de tu aplicación
With the CRM app installed, you benefit from a ready-to-use contact form on your Odoo website that will generate leads/opportunities automatically.
To change to a specific sales channel, go to under Communication you will find the Contact Form info and where to change the Sales Channel or Salesperson.
Crea una forma de contacto customizada¶
You may want to know more from your visitor when they use the contact form to you will need to build a custom contact form on your website. These contact forms can generate multiple types of records in the system (emails, leads/opportunities, project tasks, helpdesk tickets, etc.)
Configuración¶
Necesitarás el módulo gratuito * Form Builder *, solo disponible en Odoo Enterprise.
Crea una forma de contacto customizada¶
First, go to the page where you want to put your contact form. In edit mode, drag the form builder onto the page, and you will be able to add all the fields you wish.
By default, any new contact form will send an email. You can switch to lead/opportunity generation in Change Form Parameters.
Nota
If the same visitor uses the contact form twice, the second entry will be added to the first lead/opportunity in the chatter.
Genera leads en vez de oportunidades¶
When using a contact form, you should use a qualification step before assigning the form to the right sales people. To do so, activate Leads in CRM settings and refer to Convierte iniciativas en oportunidades.