27220bcdec
closes odoo/documentation#2020
Task: 2540813
X-original-commit: 44129be225
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
104 lines
4.5 KiB
ReStructuredText
104 lines
4.5 KiB
ReStructuredText
============================
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Generate leads/opportunities
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============================
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Two key ways to generate new leads or opportunities for your business are through email aliases and
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website contact forms. Odoo automatically creates leads in your CRM whenever someone sends a
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message to a Sales Team email alias or fills out a contact form on your website.
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Configure email aliases
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=======================
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Each Sales Team can use its own unique email alias to generate leads/opportunities. Any email sent
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to a Sales Team's email alias will automatically create a lead (if leads are activated in your CRM
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settings) or an opportunity in the pipeline for that particular team. Configure custom email
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aliases on the configuration page for each Sales Team by navigating to :menuselection:`CRM -->
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Configuration --> Sales Teams`.
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.. image:: generate_leads/sales-team-config.png
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:align: center
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:alt: Configuring Sales Teams
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Use Contact Forms on your website
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=================================
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By default, your website's *Contact Us* page displays Odoo's ready-to-use Contact Form. Whenever
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someone submits this form, a lead or an opportunity is generated in your database.
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.. image:: generate_leads/default-contact-us-page.png
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:align: center
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:alt: Default Contact Us page
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The Contact Form can be activated or deactivated at any time by going to :menuselection:`Website
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--> Go to Website --> Customize --> Contact Form`.
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.. image:: generate_leads/contact-form-toggle.png
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:align: center
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:alt: Contact Form toggle
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When the Form is deactivated, the *Contact Us* page simply displays a button to email your company
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directly. Any email sent this way will generate a lead/opportunity.
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.. image:: generate_leads/default-contact-us-page-no-form.png
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:align: center
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:alt: Contact Us Page using email
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Choose which Sales Team or salesperson is automatically assigned to the leads/opportunities created
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from the Contact Form by going to :menuselection:`Website --> Configuration --> Settings -->
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Communication`.
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.. image:: generate_leads/contact-form-settings.png
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:align: center
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:alt: Contact Form settings
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Customize Contact Forms
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=======================
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Contact Forms can be customized for the specific information your team needs, using the free *Form
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Builder* module.
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The *Form Builder* module is installed automatically when a Form element is added to a web page via
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the Website Builder. It can also be installed manually from the :guilabel:`Apps` page.
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.. image:: generate_leads/form-building-block.png
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:align: center
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:alt: Form Builder building blocks
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.. tip::
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Forms can be created from scratch to serve a wide variety of purposes. However, Odoo's default
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*Contact Us* page is designed to fit most users' needs. Start with the default form and modify
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from there.
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Edit Contact Form fields
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------------------------
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In Edit mode on your website, click on any field to start editing it. The following information can
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be edited for each field on the Contact Form:
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- :guilabel:`Type`: Choose a custom field option or an existing field. Examples include phone, file
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upload, language, etc.
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- :guilabel:`Input Type`: Determine the type of entry customers should input. Available options are
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text,email, telephone, and URL.
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- :guilabel:`Input Placeholder`: Type in an example to guide users how to input information where
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formatting is important, such as a phone number or email address.
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- :guilabel:`Label Name`: Type in the display name to show users what information is needed from
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them.
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- :guilabel:`Label Position`: Choose the way the label is aligned with the rest of the form. The
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label can be hidden, above the field, to the far left of the field, or right adjusted and closer
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to the field.
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- :guilabel:`Required`: Toggle this option for information that you absolutely need entered.
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- :guilabel:`Hidden`: Toggle this option to hide the field without deleting it.
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- :guilabel:`Shown on Mobile`: Toggle this option to show the field to users on mobile devices.
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.. image:: generate_leads/editable-field-options.png
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:align: center
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:alt: Editable field options
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By default, when a Form is submitted, it sends you an email with the customer's inputted
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information. To have it automatically generate a lead/opportunity instead, edit the Form and select
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:guilabel:`Create an Opportunity` as the Action.
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.. tip::
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If leads are activated in your CRM settings, selecting :guilabel:`Create an Opportunity`
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generates a lead instead. To learn more about activating leads in the CRM settings, head over to
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:doc:`convert`. |