2015-10-05 19:22:05 +07:00
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===========================================
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How to generate leads from incoming emails?
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===========================================
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There are several ways for your company to :doc:`generate leads with Odoo CRM <manual>`.
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One of them is using your company's generic email address as a trigger
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to create a new lead in the system. In Odoo, each one of your sales
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teams is linked to its own email address from which prospects can reach
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them. For example, if the personal email address of your Direct team is
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**direct@mycompany.example.com**, every email sent will automatically create a new
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opportunity into the sales team.
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Configuration
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=============
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The first thing you need to do is to configure your **outgoing email
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servers** and **incoming email gateway** from the :menuselection:`Settings module --> General Settings`.
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Then set up your alias domain from the field shown here below and
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click on **Apply**.
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.. image:: ./media/emails01.jpg
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:align: center
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Set up team alias
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=================
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Go on the Sales module and click on **Dashboard**. You will see that the
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activation of your domain alias has generated a default email alias for
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your existing sales teams.
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.. image:: ./media/emails02.jpg
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:align: center
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You can easily personalize your sales teams aliases. Click on the More
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button from the sales team of your choice, then on **Settings** to access
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2015-11-10 14:55:31 +07:00
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the sales team form. Into the **Email Alias** field, enter your email
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2015-10-05 19:22:05 +07:00
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alias and click on **Save**. Make sure to allow receiving emails from
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everyone.
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From there, each email sent to this email address will generate a new
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lead into the related sales team.
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.. image:: ./media/emails03.jpg
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:align: center
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Set up catch-all email domain
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=============================
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Additionally to your sales team aliases, you can also create a generic
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email alias (e.g. *contact@* or *info@* ) that will also generate a new
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contact in Odoo CRM. Still from the Sales module, go to
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:menuselection:`Configuration --> Settings` and set up your catch-all email domain.
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.. tip::
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You can choose whether the contacts generated from your catch-all email
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become leads or opportunities using the radio buttons that you see on the
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screenshot here below. Note that, by default, the lead stage is not
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activated in Odoo CRM.
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.. image:: ./media/emails04.jpg
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:align: center
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.. seealso::
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* :doc:`manual`
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* :doc:`import`
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* :doc:`website`
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