How to Convert a Website Visitor Into Leads in Odoo 16 CRM? | Odoo 16 CRM Tutorials
2Having leads is the major step in any business process. This will help in determining with whom business should be done and with whom marketing should be continued. #odoo16 #odootutorials
In Odoo, leads can be generated from all aspects. As the module is integrated with other modules, the information from the website module can be easily transferred to the CRM as leads. Even the participants of the events that have been conducted by the company are counted as leads.
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The information of the visitors of the company's website, persons or companies that contact the company through emails and those who participate in the live chat activities on websites are counted and recorded as leads in Odoo CRM. their information is stored and used for follow-ups.
Odoo’s Lead enrichment helps you to find more details of those leads of which you have a little data at hand. Through lead enrichment, the details of the lead available on online platforms are gathered.
You can either enable the lead enrichment process automatically or manually, according to the credits available. Each enrichment needs credits to undergo, which can be brought from Odoo’s official website. To generate leads from the Odoo CRM you can click on the GENERATE LEADS button from the CRM dashboard.
A form page will be displayed on the screen. You will need to enter details such as the number of Companies or Companies and their contacts that have to be generated, the name of the Countries and States from which companies must be chosen, the type of Industry the generating company should have, whether filtering should be done on the basis of the size of the company
If the filtering should be done based on the size then the number of employees working in the company, name of the Sales Team, name of the Salesperson and Default Tags. After entering the details you can click on the GENERATE LEADS button.
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