10000 [ADD] crm: How to generate leads from incoming emails? · harthe/documentation-user@eb62ba7 · GitHub
[go: up one dir, main page]

Skip to content

Commit eb62ba7

Browse files
committed
[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
1 parent 051d086 commit eb62ba7

File tree

11 files changed

+79
-9
lines changed

11 files changed

+79
-9
lines changed

crm/leads/generate.rst

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -7,5 +7,5 @@ Generate leads
77

88
generate/manual
99
generate/import
10-
generate/from_emails
10+
generate/emails
1111
generate/website

crm/leads/generate/emails.rst

Lines changed: 74 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,74 @@
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)

crm/leads/generate/from_emails.rst

Lines changed: 0 additions & 3 deletions
This file was deleted.

crm/leads/generate/import.rst

Lines changed: 1 addition & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -30,7 +30,6 @@ if…** as shown below and click on **Apply**.
3030
.. image:: ./media/import01.jpg
3131
:align: center
3232

33-
3433
This activation will create a new submenu :menuselection:`Sales --> Leads`
3534
from which you will be able to import your contacts from the
3635
**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.
8887
.. seealso::
8988

9089
- :doc:`manual`
91-
- :doc:`from_emails`
90+
- :doc:`emails`
9291
- :doc:`website`
9392

9493
.. rst-class:: text-muted

crm/leads/generate/manual.rst

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -68,7 +68,7 @@ the contact details by clicking on it.
6868

6969
* :doc:`import`
7070

71-
* :doc:`from_emails`
71+
* :doc:`emails`
7272

7373
* :doc:`website`
7474

crm/leads/generate/media/emails01.jpg

31.9 KB
Loading

crm/leads/generate/media/emails02.jpg

12.8 KB
Loading

crm/leads/generate/media/emails03.jpg

51 KB
Loading

crm/leads/generate/media/emails04.jpg

37.4 KB
Loading

crm/overview/process/generate_leads.rst

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -36,7 +36,7 @@ analyze your sales processes easily.
3636

3737
Odoo CRM provides you with several methods to generate leads:
3838

39-
* :doc:`../../leads/generate/from_emails`
39+
* :doc:`../../leads/generate/emails`
4040

4141
An inquiry email sent to one of your company’s generic email addresses
4242
can automatically generate a lead or an opportunity.

crm/overview/started/setup.rst

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -105,7 +105,7 @@ personal email address of your Direct team is
105105
every email sent will automatically create a new opportunity into the
106106
sales team.
107107

108-
Refer to the page :doc:`../../leads/generate/from_emails` to set it up.
108+
Refer to the page :doc:`../../leads/generate/emails` to set it up.
109109

110110
Automate lead assignation
111111
-------------------------

0 commit comments

Comments
 (0)
0