CRM
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Lead Generation - Forms & Email Aliases
In this video, learn how to generate leads in Odoo CRM with online forms and email aliases. 00:00 - 01:02 Introduction 01:03 - 04:10 Website Forms 04:11 - 06:19 Email Aliases 06:20 - 06:39 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.
Other than CRM, what app is required for making a web form that will create leads?
Sales, since leads go to Sales Teams and Salespersons, and those can’t be defined without the Sales app.
eCommerce, since building a website for your company is part of an eCommerce strategy.
Email Marketing, since leads from web forms are delivered to your team via email.
Website, because a custom website is necessary to host and build out lead forms.
2.
Is it possible to customize both the Sales Team and the Salesperson that a web form will deliver leads/opportunities to?
Yes, both of these fields can be set, so long as the chosen Salesperson is a member of the chosen Sales Team.
Yes, both of these fields can be set, even if the Chosen Salesperson isn’t on the chosen Sales Team.
Yes, and the chosen Salesperson will automatically be assigned to the chosen Sales Team if they aren’t already a member.
No, choosing one of these options prevents you from choosing the other.
3.
What determines whether a web form creates a lead or an opportunity?
4.
Which of the following data must be entered into a lead form to successfully save and create it?
