[ADD] crm: How to generate leads from incoming emails?
https://docs.google.com/document/d/1BeWJmPYTD7YeKLKQO6MeG9EnVKHk4lodhixCOG8i1xM/edit#heading=h.ezp99r6ocsfe Renamed 'from_emails.rst' to 'emails.rst' for consistency
This commit is contained in:
parent
051d086ce7
commit
eb62ba77c1
@ -7,5 +7,5 @@ Generate leads
|
|||||||
|
|
||||||
generate/manual
|
generate/manual
|
||||||
generate/import
|
generate/import
|
||||||
generate/from_emails
|
generate/emails
|
||||||
generate/website
|
generate/website
|
||||||
|
74
crm/leads/generate/emails.rst
Normal file
74
crm/leads/generate/emails.rst
Normal file
@ -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 <manual>`.
|
||||||
|
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)
|
@ -1,3 +0,0 @@
|
|||||||
===========================================
|
|
||||||
How to generate leads from incoming emails?
|
|
||||||
===========================================
|
|
@ -30,7 +30,6 @@ if…** as shown below and click on **Apply**.
|
|||||||
.. image:: ./media/import01.jpg
|
.. image:: ./media/import01.jpg
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
|
|
||||||
This activation will create a new submenu :menuselection:`Sales --> Leads`
|
This activation will create a new submenu :menuselection:`Sales --> Leads`
|
||||||
from which you will be able to import your contacts from the
|
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 <manual>`)
|
**Import** button (if you want to create a lead manually, :doc:`click here <manual>`)
|
||||||
@ -88,7 +87,7 @@ click the Import button: the same validations will be done.
|
|||||||
.. seealso::
|
.. seealso::
|
||||||
|
|
||||||
- :doc:`manual`
|
- :doc:`manual`
|
||||||
- :doc:`from_emails`
|
- :doc:`emails`
|
||||||
- :doc:`website`
|
- :doc:`website`
|
||||||
|
|
||||||
.. rst-class:: text-muted
|
.. rst-class:: text-muted
|
||||||
|
@ -68,7 +68,7 @@ the contact details by clicking on it.
|
|||||||
|
|
||||||
* :doc:`import`
|
* :doc:`import`
|
||||||
|
|
||||||
* :doc:`from_emails`
|
* :doc:`emails`
|
||||||
|
|
||||||
* :doc:`website`
|
* :doc:`website`
|
||||||
|
|
||||||
|
BIN
crm/leads/generate/media/emails01.jpg
Normal file
BIN
crm/leads/generate/media/emails01.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 32 KiB |
BIN
crm/leads/generate/media/emails02.jpg
Normal file
BIN
crm/leads/generate/media/emails02.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 13 KiB |
BIN
crm/leads/generate/media/emails03.jpg
Normal file
BIN
crm/leads/generate/media/emails03.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 51 KiB |
BIN
crm/leads/generate/media/emails04.jpg
Normal file
BIN
crm/leads/generate/media/emails04.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 37 KiB |
@ -36,7 +36,7 @@ analyze your sales processes easily.
|
|||||||
|
|
||||||
Odoo CRM provides you with several methods to generate leads:
|
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
|
An inquiry email sent to one of your company’s generic email addresses
|
||||||
can automatically generate a lead or an opportunity.
|
can automatically generate a lead or an opportunity.
|
||||||
|
@ -105,7 +105,7 @@ personal email address of your Direct team is
|
|||||||
every email sent will automatically create a new opportunity into the
|
every email sent will automatically create a new opportunity into the
|
||||||
sales team.
|
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
|
Automate lead assignation
|
||||||
-------------------------
|
-------------------------
|
||||||
|
Loading…
Reference in New Issue
Block a user