Hi there, Kindly guide me for how to make available "Lead Generation" option in Event - Configuration. I have already selected "Leads" in CRM - Configuration - Setting.
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Activate CRM App
Make sure the CRM module is installed and active in your database.
Enable Leads (optional)
Go to CRM → Configuration → Settings
- Enable the "Leads" feature under Leads & Opportunities if you want to separate them from Opportunities.
Open Events Module
Go to Events → Configuration → Settings
Enable Lead Generation
- Look for the option: "Lead Generation"
- Tick the checkbox "Create leads/opportunities from event registrations"
Create or Edit an Event
- Under the event settings, you’ll now see a Lead Generation tab.
- Configure it to create leads based on registrations, specific ticket types, or attendee criteria.
Automatic Lead Creation
- Once someone registers for an event, a lead/opportunity will be automatically created in CRM based on the config.
Hi,
Please refer to the following link:
1. https://www.cybrosys.com/slides/lead-generation-in-odoo-18-event-module
2. https://www.youtube.com/watch?v=I28Mdj2Taas
Hope it helps.
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