diff --git a/content/applications/sales/crm/acquire_leads.rst b/content/applications/sales/crm/acquire_leads.rst index 7baf29612..24275025b 100644 --- a/content/applications/sales/crm/acquire_leads.rst +++ b/content/applications/sales/crm/acquire_leads.rst @@ -9,5 +9,6 @@ Acquire leads acquire_leads/convert acquire_leads/generate_leads + acquire_leads/opportunities_form acquire_leads/send_quotes acquire_leads/lead_mining diff --git a/content/applications/sales/crm/acquire_leads/opportunities_form.rst b/content/applications/sales/crm/acquire_leads/opportunities_form.rst new file mode 100644 index 000000000..ab300d33d --- /dev/null +++ b/content/applications/sales/crm/acquire_leads/opportunities_form.rst @@ -0,0 +1,118 @@ +=========================================== +Create opportunities from web contact forms +=========================================== + +Adding a contact form to a website makes it easy to convert visitors into leads and opportunities. +After a visitor submits their information, an opportunity can be created automatically, and assigned +to a designated sales team and salesperson. + +.. _crm/customize-contact-form: + +Customize contact forms +======================= + +By default, the *Contact Us* page on an Odoo website displays a preconfigured contact form. This +form can be customized, as needed, to suit the needs of a specific sales team. + +Navigate to :menuselection:`Website app --> Contact Us`, then click :guilabel:`Edit` in the +top-right of the screen to open the web editor. Click on the form building block in the body of the +webpage to open the form configuration settings on the right sidebar. The following options are +available to customize the contact form from the :guilabel:`From` section of the right sidebar: + +.. image:: opportunities_form/form-customization.png + :align: center + :alt: The form configuration settings on an Odoo website. + +- :guilabel:`Action`: the default action for a contact form is :guilabel:`Send an Email`. Select + :guilabel:`Create an Opportunity` from the drop-down list to capture the information in the *CRM* + app. +- :guilabel:`Sales Team`: choose a sales team from the drop-down menu that the opportunities from + this form should be assigned to. This field **only** appears if the :guilabel:`Action` field is + set to :guilabel:`Create an Opportunity`. +- :guilabel:`Salesperson`: if the opportunities should be assigned to a specific salesperson, select + them from the drop-down menu. If no selection is made in this field, the opportunities are + assigned based on the team's existing rules. +- :guilabel:`Marked Fields`: use this field to alter how the form handles marked fields. The default + option is to treat marked fields as :guilabel:`Required`, which is the recommended setting. +- :guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be identified. The default + character is an asterisk (`*`). +- :guilabel:`Labels Width`: use this field to alter the pixel width of the labels, if desired. +- :guilabel:`On Success`: select how the webpage reacts after a customer successfully submits a + form. :guilabel:`Nothing` keeps the customer on the same screen, with the addition of a + confirmation message that the form was submitted successfully. :guilabel:`Redirect` sends the + customer to a new webpage, based on the address provided in the :guilabel:`URL` field below. + :guilabel:`Show Message` replaces the form with a preconfigured message that informs the customer + someone should respond to them as soon as possible. +- :guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On Success` field, enter + the URL for the webpage, where customers should be directed after successfully submitting a form. +- :guilabel:`Visibility`: use the drop-down menu to add any visibility conditions for this field, if + desired. + +.. important:: + If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an Opportunity` generates + a lead instead. To activate leads, navigate to :menuselection:`CRM app --> Configuration --> + Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`. + +Customize contact form fields +----------------------------- + +In addition to the settings for the form, the settings for each field can be customized, as well. +With the web editor menu still open, click into a field to open the :guilabel:`Field` configuration +settings section on the sidebar. The following options are available to customize a field: + +- :guilabel:`Type`: choose a custom field option or an existing field type. +- :guilabel:`Input Type`: determine the type of information customers should input. Available + options are :guilabel:`Text`, :guilabel:`Email`, :guilabel:`Telephone`, or :guilabel:`Url`. The + selection made in this field limits the format that customers can use when entering information. +- :guilabel:`Label`: enter the name for the field. +- :guilabel:`Position`: choose the way the label is aligned with the rest of the form. The label can + be hidden, above the field, to the left of the field, or right adjusted and closer to the field. +- :guilabel:`Description`: slide the toggle to add a description for the field, which can provide + additional instructions to customers. Click under the field on the form to add the description. +- :guilabel:`Placeholder`: enter an example to help users know how to input information where + formatting is important, such as a phone number or email address. +- :guilabel:`Default Value`: enter a value to include in the form, by default, if the customer does + not provide information in the field. *It is not recommended to include a default value for + required fields*. +- :guilabel:`Required`: slide the toggle to mark this field as required if it **must** be filled in + for every submission. +- :guilabel:`Visibility`: select when this field should be visible. Use the button on the left to + choose whether to show or hide this field on a desktop users. Use the button on the right to + choose whether to show or hide this field to mobile users. +- :guilabel:`Animation`: select if this field should have any animation. + +.. image:: opportunities_form/field-customization.png + :align: center + :alt: The field configuration settings on an Odoo website. + +View opportunities +================== + +After a customer submits a contact form, and an opportunity is created, it is assigned based on the +:ref:`form settings `. To view opportunities, navigate to +:menuselection:`CRM app --> Sales --> My Pipeline`. + +.. note:: + If leads are activated on the database, contact form submissions are generated as leads, not + opportunities. To activate leads, navigate to :menuselection:`CRM app --> Configuration --> + Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`. + + Navigate to :menuselection:`CRM app --> Leads` to view the newly-created leads. + +On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in the Kanban view to open +the opportunity record. The information submitted by the customer is visible on the opportunity +record. + +.. note:: + As the contact form fields are customizable, the fields on the opportunity record, where the form + information is stored, varies accordingly. + + If the preconfigured contact form is used, the *Subject* field is added to the :guilabel:`Title` + field, and the content in the :guilabel:`Notes` field, which is labeled as :guilabel:`Your + Question`, is added to the :guilabel:`Internal Notes` tab. + +.. seealso:: + - :doc:`../pipeline/manage_sales_teams` + - :doc:`convert` + - :doc:`../track_leads/lead_scoring` + - :ref:`Website forms ` diff --git a/content/applications/sales/crm/acquire_leads/opportunities_form/field-customization.png b/content/applications/sales/crm/acquire_leads/opportunities_form/field-customization.png new file mode 100644 index 000000000..e32a6573f Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/opportunities_form/field-customization.png differ diff --git a/content/applications/sales/crm/acquire_leads/opportunities_form/form-customization.png b/content/applications/sales/crm/acquire_leads/opportunities_form/form-customization.png new file mode 100644 index 000000000..954d14035 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/opportunities_form/form-customization.png differ