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[ADD] crm: How to generate leads from my website?
https://docs.google.com/document/d/1DmXfOGYFcYqRgqbaofPF1uVcJAGDn7UbfT0k8WHKdtY/edit#heading=h.eivkfpi4ao0k
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‎crm/leads/generate/website.rst

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======================================
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How to generate leads from my website?
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======================================
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Your website should be your company's first lead generation tool. With
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your website being the central hub of your online marketing campaigns,
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you will naturally drive qualified traffic to feed your pipeline. When a
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prospect lands on your website, your objective is to capture his
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information in order to be able to stay in touch with him and to push
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him further down the sales funnel.
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This is how a typical online lead generation process work :
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- Your website visitor clicks on a call-to action (CTA) from one of
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your marketing materials (e.g. an email newsletter, a social
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media message or a blog post)
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- The CTA leads your visitor to a landing page including a form used to
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collect his personal information (e.g. his name, his email
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address, his phone number)
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- The visitor submits the form and automatically generates a lead into
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Odoo CRM
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.. tip::
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Your calls-to-action, landing pages and forms are the key pieces of the lead
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generation process. With Odoo Website, you can easily create and optimize
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those critical elements without having to code or to use third-party
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applications. Learn more `here <https://www.odoo.com/page/website-builder>`__.
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In Odoo, the Website and CRM modules are fully integrated, meaning that
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you can easily generate leads from various ways through your website.
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However, even if you are hosting your website on another CMS, it is
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still possible to fill Odoo CRM with leads generated from your website.
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Activate the lead stage
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=======================
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By default, the lead stage is not activated in Odoo CRM. Therefore, new
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leads automatically become opportunities. You can easily activate the
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option of adding the lead step. If you want to import your contacts as
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leads rather than opportunities, from the Sales module go to
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:menuselection:`Configuration --> Settings`, select the option **use leads
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if…** as shown below and click on **Apply**.
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.. image:: ./media/website01.jpg
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:align: center
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Note that even without activating this step, the information that
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follows is still applicable - the lead generated will land in the
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opportunities dashboard.
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From an Odoo Website
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====================
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Let's assume that you want to get as much information as possible about
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your website visitors. But how could you make sure that every person who
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wants to know more about your company's products and services is
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actually leaving his information somewhere? Thanks to Odoo's integration
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between its CRM and Website modules, you can easily automate your lead
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acquisition process thanks to the **contact form** and the **form builder**
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modules
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.. note::
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another great way to generate leads from your Odoo Website is by collecting
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your visitors email addresses thanks to the Newsletter or Newsletter Popup
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CTAs. These snippets will create new contacts in your Email Marketing's
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mailing list. Learn more `here <https://www.odoo.com/page/email-marketing>`__.
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Configuration
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-------------
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Start by installing the Website builder module. From the main dashboard,
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click on **Apps**, enter "**Website**" in the search bar and click on **Install**.
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You will be automatically redirected to the web interface.
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.. image:: ./media/website02.png
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:align: center
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.. tip::
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A tutorial popup will appear on your screen if this is the first time you
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use Odoo Website. It will help you get started with the tool and you'll be
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able to use it in minutes. Therefore, we strongly recommend you to use it.
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Create a lead by using the Contact Form module
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----------------------------------------------
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You can effortlessly generate leads via a contact form on your **Contact
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us** page. To do so, you first need to install the Contact Form module.
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It will add a contact form in your **Contact us** page and automatically
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generate a lead from forms submissions.
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To install it, go back to the backend using the square icon on the
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upper-left corner of your screen. Then, click on **Apps**, enter
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"**Contact Form**" in the search bar (don't forget to remove the **Apps** tag
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otherwise you will not see the module appearing) and click on **Install**.
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.. image:: ./media/website03.png
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:align: center
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Once the module is installed, the below contact form will be integrated
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to your "Contact us" page. This form is linked to Odoo CRM, meaning that
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all data entered through the form will be captured by the CRM and will
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create a new lead.
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.. image:: ./media/website04.jpg
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:align: center
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Every lead created through the contact form is accessible in the Sales
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module, by clicking on :menuselection:`Sales --> Leads`. The name of the lead corresponds
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to the "Subject" field on the contact form and all the other information
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is stored in the corresponding fields within the CRM. As a salesperson,
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you can add additional information, convert the lead into an opportunity
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or even directly mark it as Won or Lost.
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.. image:: ./media/website05.jpg
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:align: center
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Create a lead using the Form builder module
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-------------------------------------------
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You can create fully-editable custom forms on any landing page on your
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website with the Form Builder snippet. As for the Contact Form module,
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the Form Builder will automatically generate a lead after the visitor
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has completed the form and clicked on the button **Send**.
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From the backend, go to Settings and install the
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"**Website Form Builder**" module (don't forget to remove the **Apps** tag
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otherwise you will not see the modules appearing). Then, back on the
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website, go to your desired landing page and click on Edit to access
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the available snippets. The Form Builder snippet lays under the
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**Feature** section.
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.. image:: ./media/website06.png
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:align: center
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As soon as you have dropped the snippet where you want the form to
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appear on your page, a **Form Parameters** window will pop up. From the
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**Action** drop-down list, select **Create a lead** to automatically
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create a lead in Odoo CRM. On the **Thank You** field, select the URL of
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the page you want to redirect your visitor after the form being
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submitted (if you don't add any URL, the message "The form has been
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sent successfully" will confirm the submission).
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.. image:: ./media/website07.png
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:align: center
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You can then start creating your custom form. To add new fields, click
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on **Select container block** and then on the blue **Customize** button. 3
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options will appear:
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.. image:: ./media/website08.png
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:align: center
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- **Change Form Parameters**: allows you to go back to the Form
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Parameters and change the configuration
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- **Add a model field**: allows you to add a field already existing in
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Odoo CRM from a drop-down list. For example, if you select the
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Field *Country*, the value entered by the lead will appear under
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the *Country* field in the CRM - even if you change the name of
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the field on the form.
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- **Add a custom field**: allows you to add extra fields that don't exist
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by default in Odoo CRM. The values entered will be added under
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"Notes" within the CRM. You can create any field type : checkbox,
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radio button, text, decimal number, etc.
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Any submitted form will create a lead in the backend.
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From another CMS
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=================
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If you use Odoo CRM but not Odoo Website, you can still automate your
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online lead generation process using email gateways by editing the
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"Submit" button of any form and replacing the hyperlink by a mailto
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corresponding to your email alias (learn how to create your sales alias
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:doc:`here <emails>`).
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For example if the alias of your company is
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**salesEMEA@mycompany.com**, add
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``mailto:salesEMEA@mycompany.com``
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into the regular hyperlink code (CTRL+K) to generate a lead into the
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related sales team in Odoo CRM.
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.. image:: ./media/website09.png
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:align: center
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.. seealso::
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- :doc:`manual`
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- :doc:`import`
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- :doc:`emails`
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.. rst-class:: text-muted
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| Written by Geoffrey Bressan (Odoo)
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| Proofread by Yves-Pascal Mukadi, Samuel Cabodi (Odoo)

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