documentation/crm/acquire_leads/generate_from_email.rst

========================================
Generate leads/opportunities from emails
========================================

Automating the lead/opportunity generation will considerably improve
your efficiency. By default, any email sent to
*sales@database\_domain.ext* will create an opportunity in the
pipeline of the default sales channel.

Configure email aliases
=======================

Each sales channel can have its own email alias, to generate
leads/opportunities automatically assigned to it. It is useful if you
manage several sales teams with specific business processes. You will
find the configuration of sales channels under
:menuselection:`Configuration --> Sales Channels`.

.. image:: media/generate_from_email01.png
    :align: center
[IMP] crm: Whole documentation overhaul Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name) 2018-04-04 18:01:23 +07:00			`========================================`
			`Generate leads/opportunities from emails`
			`========================================`

			`Automating the lead/opportunity generation will considerably improve`
			`your efficiency. By default, any email sent to`
			`sales@database\_domain.ext will create an opportunity in the`
			`pipeline of the default sales channel.`

			`Configure email aliases`
			`=======================`

			`Each sales channel can have its own email alias, to generate`
			`leads/opportunities automatically assigned to it. It is useful if you`
			`manage several sales teams with specific business processes. You will`
			`find the configuration of sales channels under`
			:menuselection:`Configuration --> Sales Channels`.

			`.. image:: media/generate_from_email01.png`
			`:align: center`