How to Create Lead Opportunity from Odoo 17 Website

This slide will show that how to maximize our profit in rental industry. The rental analysis helps to track or manage the business as well as the payments and bookings which is coming regarding the rentals.

1. How to Create Lead/Opportunity From Odoo 17 Website Enterprise

2. Introduction Enterpr ise This slide will show that how to create lead/opportunity from Odoo 17 website. Odoo can turn website interaction into opportunities automatically when a visitor fills out a contact form or submit an inquiry odoo can create a new lead or opportunity in CRM.

3. Enterprise Let’s see how we can manage this. Go to website > Contact us > Create a new Form. Click on the ‘Edit’ button and add a new form.

4. Enterprise Let’s need to customize the form. Upon the submission of this form we have to create lead or opportunity. Click on the ‘Submit’ button and set action to create lead or opportunity. z

5. Enterprise Save the changes. F ill up the form and click on the ‘Submit’ button .

6. Enterprise Let’s go the CRM > Sales > My Pipeline. Remove the filter and you can see that a lead will be created.

7. Enterprise The subject is added under the internal note. Add the customer, salesperson and save the record.

8. Enterprise You can won the opportunity and the probability will be turned 100%. We have generated $500 from this opportunity .

9. Enterprise We have made a profitability from the leads or opportunity that have created from the website form. Creating opportunity through the website can help your streamline and your sales process generate more qualified more leads. This is how we can create lead/opportunity from Odoo 17 website.

10. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com