Book a meeting

Create leads (from email or manually)

Estimated reading: 2 minutes 293 views

Capturing leads well is the first step in a strong Odoo CRM pipeline. This guide covers enabling leads, creating them automatically from email, and adding them manually.

How to enable leads

  1. Go to CRM > Configuration > Settings.
  2. Under Leads, tick the checkbox.
  3. Click Save. A Leads menu appears in the CRM app.

How to create leads from an email alias

  1. Go to CRM > Configuration > Sales Teams and select a team.
  2. Enter or edit the address in the Email Alias field.
  3. Under Accept Emails From, choose Everyone, Authenticated Partners, Followers only, or Authenticated Employees.

Any message sent to that alias automatically creates a lead with the sender’s details.

How to create a lead manually

  1. Go to CRM > Leads and click New.
  2. Fill in the Opportunity Name (for example, “10 Office Chairs”), the Contact or Organization, and the Email, Phone and Expected Revenue.
  3. Set a Priority using the star icons.
  4. Click Add to save the lead.

Tips for managing leads

  • Use email aliases to capture leads from external enquiries automatically.
  • Assign leads to the right sales team for faster response.
  • Use tags, filters and smart buttons to stay organised.
  • Check for duplicates before converting a lead to an opportunity.
  • Use priority stars to focus on the highest value leads first.

Frequently asked questions

Which Accept Emails From options are available for a team alias?

Everyone, Authenticated Partners, Followers only, or Authenticated Employees.

Do I need Leads enabled to create leads manually?

Yes, the Leads feature must be enabled first, which adds the Leads menu used to add them.

Can I set an expected revenue when creating a lead manually?

Yes, along with the contact details and a priority rating using the star icons.

Need help?

Need help capturing leads in Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.

Create leads (from email or manually) - PreviousAssign Leads with Predictive Lead Scoring in Odoo CRMNext - Create leads (from email or manually)How to Enrich Contacts with Partner Autocomplete in Odoo CRM

Recently Viewed articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel