diff --git a/content/applications/sales/crm/acquire_leads.rst b/content/applications/sales/crm/acquire_leads.rst index 52838ec4c..7baf29612 100644 --- a/content/applications/sales/crm/acquire_leads.rst +++ b/content/applications/sales/crm/acquire_leads.rst @@ -8,7 +8,6 @@ Acquire leads :titlesonly: acquire_leads/convert - acquire_leads/generate_from_email - acquire_leads/generate_from_website + acquire_leads/generate_leads acquire_leads/send_quotes acquire_leads/lead_mining diff --git a/content/applications/sales/crm/acquire_leads/generate_from_email.rst b/content/applications/sales/crm/acquire_leads/generate_from_email.rst deleted file mode 100644 index 20c6523d9..000000000 --- a/content/applications/sales/crm/acquire_leads/generate_from_email.rst +++ /dev/null @@ -1,20 +0,0 @@ -======================================== -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 teams 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 teams under -:menuselection:`Configuration --> Sales Teams`. - -.. image:: media/generate_from_email01.png - :align: center diff --git a/content/applications/sales/crm/acquire_leads/generate_from_website.rst b/content/applications/sales/crm/acquire_leads/generate_from_website.rst deleted file mode 100644 index 64e4d1855..000000000 --- a/content/applications/sales/crm/acquire_leads/generate_from_website.rst +++ /dev/null @@ -1,78 +0,0 @@ -=========================================================== -Generate leads/opportunities from your website contact page -=========================================================== - -Automating 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. - -Use the contact us on your website -================================== - -You should first go to your website app. - -|image0|\ |image1| - -With the CRM app installed, you benefit from a ready-to-use contact form -on your Odoo website that will generate leads/opportunities -automatically. - -.. image:: media/generate_from_website03.png - :align: center - -To change to a specific sales channel, go to :menuselection:`Website ---> Configuration --> Settings` under *Communication* you will find the -Contact Form info and where to change the *Sales Channel* or -*Salesperson*. - -.. image:: media/generate_from_website04.png - :align: center - -Create a custom contact form -============================ - -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.) - -Configuration -============= - -You will need to install the free *Form Builder* module, only -available in Odoo Enterprise. - -.. image:: media/generate_from_website05.png - :align: center - -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. - -.. image:: media/generate_from_website06.png - :align: center - -By default, any new contact form will send an email. You can switch to -lead/opportunity generation in *Change Form Parameters*. - -.. note:: - If the same visitor uses the contact form twice, the second - entry will be added to the first lead/opportunity in the chatter. - -Generate leads instead of opportunities -======================================= - -When using a contact form, you should use a qualification step -before assigning the form to the right sales people. To do so, activate *Leads* -in CRM settings and refer to :doc:`convert`. - -.. |image0| image:: ./media/generate_from_website01.png - :width: 1.04401in - :height: 1.16146in -.. |image1| image:: ./media/generate_from_website02.png - :width: 1.43229in - :height: 1.16244in diff --git a/content/applications/sales/crm/acquire_leads/generate_leads.rst b/content/applications/sales/crm/acquire_leads/generate_leads.rst new file mode 100644 index 000000000..d57aaa439 --- /dev/null +++ b/content/applications/sales/crm/acquire_leads/generate_leads.rst @@ -0,0 +1,104 @@ +============================ +Generate leads/opportunities +============================ + +Two key ways to generate new leads or opportunities for your business are through email aliases and +website contact forms. Odoo automatically creates leads in your CRM whenever someone sends a +message to a Sales Team email alias or fills out a contact form on your website. + +Configure email aliases +======================= + +Each Sales Team can use its own unique email alias to generate leads/opportunities. Any email sent +to a Sales Team's email alias will automatically create a lead (if leads are activated in your CRM +settings) or an opportunity in the pipeline for that particular team. Configure custom email +aliases on the configuration page for each Sales Team by navigating to :menuselection:`CRM --> +Configuration --> Sales Teams`. + +.. image:: generate_leads/sales-team-config.png + :align: center + :alt: Configuring Sales Teams + +Use Contact Forms on your website +================================= + +By default, your website's *Contact Us* page displays Odoo's ready-to-use Contact Form. Whenever +someone submits this form, a lead or an opportunity is generated in your database. + +.. image:: generate_leads/default-contact-us-page.png + :align: center + :alt: Default Contact Us page + +The Contact Form can be activated or deactivated at any time by going to :menuselection:`Website +--> Go to Website --> Customize --> Contact Form`. + +.. image:: generate_leads/contact-form-toggle.png + :align: center + :alt: Contact Form toggle + +When the Form is deactivated, the *Contact Us* page simply displays a button to email your company +directly. Any email sent this way will generate a lead/opportunity. + +.. image:: generate_leads/default-contact-us-page-no-form.png + :align: center + :alt: Contact Us Page using email + +Choose which Sales Team or salesperson is automatically assigned to the leads/opportunities created +from the Contact Form by going to :menuselection:`Website --> Configuration --> Settings --> +Communication`. + +.. image:: generate_leads/contact-form-settings.png + :align: center + :alt: Contact Form settings + +Customize Contact Forms +======================= + +Contact Forms can be customized for the specific information your team needs, using the free *Form +Builder* module. + +The *Form Builder* module is installed automatically when a Form element is added to a web page via +the Website Builder. It can also be installed manually from the :guilabel:`Apps` page. + +.. image:: generate_leads/form-building-block.png + :align: center + :alt: Form Builder building blocks + +.. tip:: + Forms can be created from scratch to serve a wide variety of purposes. However, Odoo's default + *Contact Us* page is designed to fit most users' needs. Start with the default form and modify + from there. + +Edit Contact Form fields +------------------------ + +In Edit mode on your website, click on any field to start editing it. The following information can +be edited for each field on the Contact Form: + +- :guilabel:`Type`: Choose a custom field option or an existing field. Examples include phone, file + upload, language, etc. +- :guilabel:`Input Type`: Determine the type of entry customers should input. Available options are + text,email, telephone, and URL. +- :guilabel:`Input Placeholder`: Type in an example to guide users how to input information where + formatting is important, such as a phone number or email address. +- :guilabel:`Label Name`: Type in the display name to show users what information is needed from + them. +- :guilabel:`Label Position`: Choose the way the label is aligned with the rest of the form. The + label can be hidden, above the field, to the far left of the field, or right adjusted and closer + to the field. +- :guilabel:`Required`: Toggle this option for information that you absolutely need entered. +- :guilabel:`Hidden`: Toggle this option to hide the field without deleting it. +- :guilabel:`Shown on Mobile`: Toggle this option to show the field to users on mobile devices. + +.. image:: generate_leads/editable-field-options.png + :align: center + :alt: Editable field options + +By default, when a Form is submitted, it sends you an email with the customer's inputted +information. To have it automatically generate a lead/opportunity instead, edit the Form and select +:guilabel:`Create an Opportunity` as the Action. + +.. tip:: + If leads are activated in your CRM settings, selecting :guilabel:`Create an Opportunity` + generates a lead instead. 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Redirections introduced in 14.0 : +applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986) +applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986) + legal/others/cla.rst legal/cla.rst legal/licenses/licenses.rst legal/licenses.rst