2. INTRODUCTION
❖ Odoo is an efficient ERP for managing your business process in a very smooth and
efficient manner.
❖ Odoo helps to generate leads or opportunities for our website visitors. To conduct the
process, Odoo has an Application named Contact Form.
3. ❖ To create lead form website make sure that you have installed Contact Form module.
4. ❖ Now go to website and then to the website page.
5. ❖ Now you will see an option in the menu page Contact Us, click on to it you will be redirected to
a form, this is created by default, we can do the required customization if needed.
6. ❖ We can do any validation checks if needed. and the click on the Submit button.
8. ❖ Now if we go to CRM module we can see a new Lead have been generated for the
respective enquiry.
9. ❖ Now you can proceed with it and create a New Quotation from it, Enrich(adding more contact
infos) it, can be proceed to next stages, etc. The remaining process are already discussed in
other slides you can refer to those for more infos.
10. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo for Beginners - Odoo V14
Check our YouTube channel for functional and technical
videos in Odoo.
Lead Creation from Website in Odoo | Odoo 14
Community