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How to set up e-mail in Opportunity/lead?

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salescrmemailleadincomingemail
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Ralf Heijthuijzen

Hello, 


I'm using Odoo 14.0+e and have an issue concerning sending/receiving emails in Odoo.


In the Sales module I've set up the e-mail server and the catchall address. By this way all the replies are shown in Odoo. 


In the Opportunity/Leads module I don't get a reply to our catchall. How can I set up the settings? So mails which have been send by Opportunity/lead will get a reply to catchall?


How does it come that mails from Sales are set up correctly and the mailing from the CRM module aren't?

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Amr Abd-Alkrim (FireBits)
Best Answer

Odoo relies on generic email aliases to fetch incoming messages.

  • Reply messages of messages sent from Odoo are routed to their original discussion thread (and to the inbox of all its followers) by the catchall alias (catchall@).

  • Bounced messages are routed to bounce@ in order to track them in Odoo. This is especially used in Odoo Email Marketing to opt-out invalid recipients.

  • Original messages: Several business objects have their own alias to create new records in Odoo from incoming emails:

    • Sales Channel (to create Leads or Opportunities in Odoo CRM),

    • Support Channel (to create Tickets in Odoo Helpdesk),

    • Projects (to create new Tasks in Odoo Project),

    • Job Positions (to create Applicants in Odoo Recruitment),

    • etc.

Depending on your mail server, there might be several methods to fetch emails. The easiest and most recommended method is to manage one email address per Odoo alias in your mail server.

  • Create the corresponding email addresses in your mail server (catchall@, bounce@, sales@, etc.).

  • Set your domain name in the General Settings.

  • If you use Odoo on-premise, create an Incoming Mail Server in Odoo for each alias. You can do it from the General Settings as well. Fill out the form according to your email provider’s settings. Leave the Actions to Perform on Incoming Mails blank. Once all the information has been filled out, click on TEST & CONFIRM.


For more info you can read Odoo docs here.


Happy to help :) an upvote will be awesome

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