How Can Leads Be Created From a Website Contact Form | Odoo 15 CRM | Odoo 15 Enterprise Edition
12Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline. #odoo15enterprise
With the CRM app installed, you benefit from a ready-to-use contact form on your Odoo website that will generate leads/opportunities automatically.
When using a contact form, you should use a qualification step before assigning the form to the right salespeople. To do so, activate Leads in CRM settings #odoo15crm
You may want to know more from your visitor when they use the contact form to you will need to build a custom contact form on your website. These contact forms can generate multiple types of records in the system (emails, leads/opportunities, project tasks, helpdesk tickets, etc.)
Create a custom contact form
First, go to the page where you want to put your contact form. In edit mode, drag the form builder onto the page, and you will be able to add all the fields you wish.
By default, any new contact form will send an email. You can switch to lead/opportunity generation in Change Form Parameters.
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