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  1. Vsebine
  2. CRM
  3. Lead Generation - Forms & Email Aliases
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Domov └CRM └Lead Generation - Forms & Email Aliases

CRM

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    • CRM Basics: Probabilities & Sales Teams 40 xp
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    • Outlook Mailbox Plugin 10 xp
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    • Marketing Attribution Report 10 xp
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  • Lead Generation
    • CRM Leads 40 xp
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      • Kviz
    • Lead Generation - Forms & Email Aliases 40 xp
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    • Lead Generation - Events, Appointments, and Website Visitors 40 xp
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    • Lead Enrichment 40 xp
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    • Lead Mining 60 xp
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    • CRM Basics: Scheduled Activities & Moving Opportunities 10 xp
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Lead Generation - Forms & Email Aliases

40 XP
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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. When configuring an online form to generate leads, what option MUST be chosen from the ‘Action’ drop-down menu (while in ‘Edit’ mode)?
Lead Generation Create an Opportunity Opportunity Creation Create a Lead
2. When configuring an email alias to generate leads for a sales team, what option must be checked on the sales team form, in order for Odoo to create a lead whenever an email is sent to that alias?
Leads Emails Sales Generate
3. If a lead is generated from an email sent to an alias, where can the body of the email be found on the lead form?
In the ‘Subject’ field In the ‘Email Body’ tab In the ‘Chatter’ It can not be found on the lead form
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