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Generate leads from incoming mails odoo

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Lead generation and sales are two major part of a business cycle. In Odoo ERP, the user can track a lead from its origin itself and convert it to a sale systematically. Odoo provides a useful feature to generate leads automatically from the incoming E-mail (like an inquiry about a product). Which means when we receive a mail from somebody, it will be converted as a lead in Odoo. In this blog, I will be explaining how to configure this in Odoo enterprise v10.

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Generate leads from incoming mails odoo

  1. 1. www.cybrosys.com Generate leads from incoming mails odoo(copy)
  2. 2. INTRODUCTION  Lead generation and sales are two major part of a business cycle. In Odoo ERP, the user can track a lead from its origin itself and convert it to a sale systematically. Odoo provides a useful feature to generate leads automatically from the incoming E-mail (like an inquiry about a product). Which means when we receive a mail from somebody, it will be converted as a lead in Odoo. In this blog, I will be explaining how to configure this in odoo enterprise v10.
  3. 3.  Step 1: Setup an alias domain o Go to settings → general settings  Put an alias domain. And then click apply.
  4. 4.  Step 2: Then we to configure the incoming mail server for the E-mail id.  Go to settings → general settings
  5. 5.  Now configure an incoming Email server (Here is is an example of incoming mail server I created.)
  6. 6.  Data fields explanation:  Server Type: You can choose from POP, IMAP and LOCAL. POP is the mostly used one and is used for getting emails from the server to a client.  Server Name: The name for the server. (pop.gmail.com)  Port: Select the port of the server.  SSL/TLS: Check this if you want to encrypt the messages.
  7. 7.  Username: Put your e-mail id.  Password: The password of your email  Step 3: Activate leads in crm
  8. 8.  Go to CRM/Sales → configuration → settings o Then change the lead option to Use leads if you need a qualification step before creating an opportunity or a customer
  9. 9.  Step 4: Setup team alias  Go to CRM/Sales → configuration → sales team ● Select any sales team.
  10. 10. ● Tick the leads option ● Then enter the email address we have already configured in the incoming mail server column.  Now all emails received in that mail id will change as leads.  In every 5 minutes, odoo run the scheduler for fetching the mails from the incoming mail server and It will be converted to lead.  I believe I have explained the process in detail. Hope you will use it.
  11. 11. Refer this link for more: https://www.cybrosys.com/blog/how-to-generate-leads-from-an-incoming-emails
  12. 12. Thank You ! Cybrosys Technologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635. Cybrosys Ltd 15, ST Antonys Road, Forest Gate, London England, E79QA. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030.

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