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I want the buyer to be able to fill out the application form on the website and after that the opportunity appeared in the CRM. I understand how to do this.


Next, I want there to be an online chat between my buyer and the manager. All messages should be associated with the CRM opportunity and displayed inside this page.


This can be a conversation at the bottom of the page (like an email in the Sales app) or on the right in the list of activities.


How to do it?

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Best Answer

With Live Chat it is possible to create and configure a channel for your lead generation page. It is possible to create a new lead from this chat by using the operation "/lead" and then providing a name for the lead.

The chat transcript will be saved as lead description of the newly created lead

https://www.odoo.com/slides/slide/live-chat-basics-2321?fullscreen=1

If you wish to configure a chatbot

https://www.odoo.com/slides/slide/live-chat-chat-bot-3603?fullscreen=1#

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