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Dom └CRM └Lead Generation - Events, Appointments, and Website Visitors

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Lead Generation - Events, Appointments, and Website Visitors

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In this video, learn how to generate leads with Events, Appointments, and Website Visitors using Odoo's CRM app. 00:00 - 00:30 Introduction 00:31 - 02:58 Events 02:59 - 05:11 Appointments 05:12 - 08:12 Website Visitors 08:13 - 08:31 Conclusion Other lessons related to this video:  - Leads: https://www.odoo.com/slides/slide/leads-620?fullscreen=1 - Lead Enrichment: https://www.odoo.com/slides/slide/lead-enrichment-858?fullscreen=1# Need more information about Odoo apps?  https://www.odoo.com/documentation/user  Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.

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1. When attempting to generate leads from Events, Appointments, or Website visitors, what option should be selected in the ‘Lead Type’ field on a Lead Generation Rule?
Lead Opportunity Generate Create
2. In the ‘Options’ tab of an Appointment form, what box **must** be checked to ensure that all booked appointments of this type will generate opportunities in the pipeline?
Generate Opportunities Create Appointments Create Opportunities Generate Leads
3. If a person visits our website, but doesn’t fill out any forms, and doesn’t contact us at all, how can Odoo *still* record them as a lead (if they meet certain criteria that we’re looking for)?
From the Website app, click Configuration > Settings. Then, activate the ‘Record Leads’ feature, and click ‘Save’ From the Appointments app, click Configuration > Settings. Then, activate the ‘Leads from Visits’ feature, and click ‘Save’ From the CRM app, click Configuration > Settings. Then, activate the ‘Visits to Leads’ feature, and click ‘Save’ It’s impossible