diff --git a/crm/leads/generate.rst b/crm/leads/generate.rst index 3ac058e53..a13d0a53c 100644 --- a/crm/leads/generate.rst +++ b/crm/leads/generate.rst @@ -7,5 +7,5 @@ Generate leads generate/manual generate/import - generate/from_emails + generate/emails generate/website diff --git a/crm/leads/generate/emails.rst b/crm/leads/generate/emails.rst new file mode 100644 index 000000000..5be32eb54 --- /dev/null +++ b/crm/leads/generate/emails.rst @@ -0,0 +1,74 @@ +=========================================== +How to generate leads from incoming emails? +=========================================== + +There are several ways for your company to :doc:`generate leads with Odoo CRM `. +One of them is using your company's generic email address as a trigger +to create a new lead in the system. In Odoo, each one of your sales +teams is linked to its own email address from which prospects can reach +them. For example, if the personal email address of your Direct team is +**direct@mycompany.example.com**, every email sent will automatically create a new +opportunity into the sales team. + +Configuration +============= + +The first thing you need to do is to configure your **outgoing email +servers** and **incoming email gateway** from the :menuselection:`Settings module --> General Settings`. + +Then set up your alias domain from the field shown here below and +click on **Apply**. + +.. image:: ./media/emails01.jpg + :align: center + +Set up team alias +================= + +Go on the Sales module and click on **Dashboard**. You will see that the +activation of your domain alias has generated a default email alias for +your existing sales teams. + +.. image:: ./media/emails02.jpg + :align: center + +You can easily personalize your sales teams aliases. Click on the More +button from the sales team of your choice, then on **Settings** to access +the sales team form. From the **Email Alias** field, enter your email +alias and click on **Save**. Make sure to allow receiving emails from +everyone. + +From there, each email sent to this email address will generate a new +lead into the related sales team. + +.. image:: ./media/emails03.jpg + :align: center + +Set up catch-all email domain +============================= + +Additionally to your sales team aliases, you can also create a generic +email alias (e.g. *contact@* or *info@* ) that will also generate a new +contact in Odoo CRM. Still from the Sales module, go to +:menuselection:`Configuration --> Settings` and set up your catch-all email domain. + +.. tip:: + + You can choose whether the contacts generated from your catch-all email + become leads or opportunities using the radio buttons that you see on the + screenshot here below. Note that, by default, the lead stage is not + activated in Odoo CRM. + +.. image:: ./media/emails04.jpg + :align: center + +.. seealso:: + + * :doc:`manual` + * :doc:`import` + * :doc:`website` + +.. rst-class:: text-muted + +| Written by Geoffrey Bressan (Odoo) +| Proofread by Samuel Cabodi (Odoo) diff --git a/crm/leads/generate/from_emails.rst b/crm/leads/generate/from_emails.rst deleted file mode 100644 index a7327b259..000000000 --- a/crm/leads/generate/from_emails.rst +++ /dev/null @@ -1,3 +0,0 @@ -=========================================== -How to generate leads from incoming emails? -=========================================== diff --git a/crm/leads/generate/import.rst b/crm/leads/generate/import.rst index 4f974c879..f8d859032 100644 --- a/crm/leads/generate/import.rst +++ b/crm/leads/generate/import.rst @@ -30,7 +30,6 @@ if…** as shown below and click on **Apply**. .. image:: ./media/import01.jpg :align: center - This activation will create a new submenu :menuselection:`Sales --> Leads` from which you will be able to import your contacts from the **Import** button (if you want to create a lead manually, :doc:`click here `) @@ -88,7 +87,7 @@ click the Import button: the same validations will be done. .. seealso:: - :doc:`manual` - - :doc:`from_emails` + - :doc:`emails` - :doc:`website` .. rst-class:: text-muted diff --git a/crm/leads/generate/manual.rst b/crm/leads/generate/manual.rst index 8d342381a..3ef284674 100644 --- a/crm/leads/generate/manual.rst +++ b/crm/leads/generate/manual.rst @@ -68,7 +68,7 @@ the contact details by clicking on it. * :doc:`import` - * :doc:`from_emails` + * :doc:`emails` * :doc:`website` diff --git a/crm/leads/generate/media/emails01.jpg b/crm/leads/generate/media/emails01.jpg new file mode 100644 index 000000000..b3bb70ce7 Binary files /dev/null and b/crm/leads/generate/media/emails01.jpg differ diff --git a/crm/leads/generate/media/emails02.jpg b/crm/leads/generate/media/emails02.jpg new file mode 100644 index 000000000..b4e008c87 Binary files /dev/null and b/crm/leads/generate/media/emails02.jpg differ diff --git a/crm/leads/generate/media/emails03.jpg b/crm/leads/generate/media/emails03.jpg new file mode 100644 index 000000000..b2c75a201 Binary files /dev/null and b/crm/leads/generate/media/emails03.jpg differ diff --git a/crm/leads/generate/media/emails04.jpg b/crm/leads/generate/media/emails04.jpg new file mode 100644 index 000000000..18e054e97 Binary files /dev/null and b/crm/leads/generate/media/emails04.jpg differ diff --git a/crm/overview/process/generate_leads.rst b/crm/overview/process/generate_leads.rst index db22e5d64..69e1266f9 100644 --- a/crm/overview/process/generate_leads.rst +++ b/crm/overview/process/generate_leads.rst @@ -36,7 +36,7 @@ analyze your sales processes easily. Odoo CRM provides you with several methods to generate leads: -* :doc:`../../leads/generate/from_emails` +* :doc:`../../leads/generate/emails` An inquiry email sent to one of your company’s generic email addresses can automatically generate a lead or an opportunity. diff --git a/crm/overview/started/setup.rst b/crm/overview/started/setup.rst index 437b4cf37..9554bf211 100644 --- a/crm/overview/started/setup.rst +++ b/crm/overview/started/setup.rst @@ -105,7 +105,7 @@ personal email address of your Direct team is every email sent will automatically create a new opportunity into the sales team. -Refer to the page :doc:`../../leads/generate/from_emails` to set it up. +Refer to the page :doc:`../../leads/generate/emails` to set it up. Automate lead assignation -------------------------