How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features
To generate leads from Odoo 18 events, you can leverage the event module's built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here's a step-by-step guide:
1. Set up Events:
- Create events with relevant details like name, start/end dates, location, and description.
- Assign responsible users and categories for better organization.
2. Manage Attendees:
- Allow attendees to register for events through the event module or an external registration form.
- Collect attendee information such as name, email, phone number, company, and other relevant fields.
- Track attendee status (registered, confirmed, attended, etc.).
3. Convert Attendees to Leads:
- Create a workflow or automation rule to automatically convert registered attendees into leads upon confirmation or attendance.
- Map attendee fields to lead fields (e.g., name, email, phone, company).
- Add additional lead information as needed, such as industry, job title, or interests.
4. Nurture Leads:
- Utilize the CRM module to track and nurture leads generated from events.
- Assign leads to sales teams for follow-up.
- Send personalized emails, schedule meetings, and track interactions.
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