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| 1 | +=========================================== |
| 2 | +How to generate leads from incoming emails? |
| 3 | +=========================================== |
| 4 | + |
| 5 | +There are several ways for your company to :doc:`generate leads with Odoo CRM <manual>`. |
| 6 | +One of them is using your company's generic email address as a trigger |
| 7 | +to create a new lead in the system. In Odoo, each one of your sales |
| 8 | +teams is linked to its own email address from which prospects can reach |
| 9 | +them. For example, if the personal email address of your Direct team is |
| 10 | +**direct@mycompany.example.com**, every email sent will automatically create a new |
| 11 | +opportunity into the sales team. |
| 12 | + |
| 13 | +Configuration |
| 14 | +============= |
| 15 | + |
| 16 | +The first thing you need to do is to configure your **outgoing email |
| 17 | +servers** and **incoming email gateway** from the :menuselection:`Settings module --> General Settings`. |
| 18 | + |
| 19 | +Then set up your alias domain from the field shown here below and |
| 20 | +click on **Apply**. |
| 21 | + |
| 22 | +.. image:: ./media/emails01.jpg |
| 23 | + :align: center |
| 24 | + |
| 25 | +Set up team alias |
| 26 | +================= |
| 27 | + |
| 28 | +Go on the Sales module and click on **Dashboard**. You will see that the |
| 29 | +activation of your domain alias has generated a default email alias for |
| 30 | +your existing sales teams. |
| 31 | + |
| 32 | +.. image:: ./media/emails02.jpg |
| 33 | + :align: center |
| 34 | + |
| 35 | +You can easily personalize your sales teams aliases. Click on the More |
| 36 | +button from the sales team of your choice, then on **Settings** to access |
| 37 | +the sales team form. From the **Email Alias** field, enter your email |
| 38 | +alias and click on **Save**. Make sure to allow receiving emails from |
| 39 | +everyone. |
| 40 | + |
| 41 | +From there, each email sent to this email address will generate a new |
| 42 | +lead into the related sales team. |
| 43 | + |
| 44 | +.. image:: ./media/emails03.jpg |
| 45 | + :align: center |
| 46 | + |
| 47 | +Set up catch-all email domain |
| 48 | +============================= |
| 49 | + |
| 50 | +Additionally to your sales team aliases, you can also create a generic |
| 51 | +email alias (e.g. *contact@* or *info@* ) that will also generate a new |
| 52 | +contact in Odoo CRM. Still from the Sales module, go to |
| 53 | +:menuselection:`Configuration --> Settings` and set up your catch-all email domain. |
| 54 | + |
| 55 | +.. tip:: |
| 56 | + |
| 57 | + You can choose whether the contacts generated from your catch-all email |
| 58 | + become leads or opportunities using the radio buttons that you see on the |
| 59 | + screenshot here below. Note that, by default, the lead stage is not |
| 60 | + activated in Odoo CRM. |
| 61 | + |
| 62 | +.. image:: ./media/emails04.jpg |
| 63 | + :align: center |
| 64 | + |
| 65 | +.. seealso:: |
| 66 | + |
| 67 | + * :doc:`manual` |
| 68 | + * :doc:`import` |
| 69 | + * :doc:`website` |
| 70 | + |
| 71 | +.. rst-class:: text-muted |
| 72 | + |
| 73 | +| Written by Geoffrey Bressan (Odoo) |
| 74 | +| Proofread by Samuel Cabodi (Odoo) |
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