Can I set up lead assignment rules?

Yes, you can create rules to automatically assign leads based on geography, product interest, lead score, or use round-robin distribution.

What is lead scoring and how does it work?

Lead scoring assigns points based on lead attributes (company size, industry) and behaviors (email opens, page visits). Higher scores indicate more qualified leads.

Can I convert a lead to an opportunity?

Yes, with one click you can convert a qualified lead to an opportunity, carrying over all contact information and history.

Sales & CRM

Odoo Lead Management: Turn Prospects into Customers

Never let a lead slip through the cracks. Odoo captures leads from every source, scores them intelligently, and ensures timely follow-up.

Effective lead management is the foundation of sales success. Odoo Lead Management captures leads from websites, emails, phone calls, and marketing campaigns, t...

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Effective lead management is the foundation of sales success. Odoo Lead Management captures leads from websites, emails, phone calls, and marketing campaigns, then uses intelligent scoring to prioritize the most promising prospects. With automated assignment rules and activity tracking, your sales team can focus on the leads most likely to convert.

What is Odoo Lead Management?

Odoo Lead Management is the front-end of the CRM system focused on capturing and qualifying potential customers before they become opportunities. It includes lead capture from multiple sources, automatic de-duplication, lead scoring, assignment rules, and nurturing workflows. Qualified leads can be converted to opportunities with a single click.

Odoo Lead Management Features

🌐

Multi-Source Capture

Capture leads from web forms, email, phone, chat, and integrations.

⭐

Lead Scoring

Automatically score leads based on demographics and engagement.

👥

Auto-Assignment

Route leads to sales reps based on territory, product, or round-robin.

🔍

Duplicate Detection

Automatically identify and merge duplicate leads.

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Lead Nurturing

Automated email sequences to warm up cold leads.

📊

Lead Source Tracking

Track which campaigns and channels generate the best leads.

Need Help Implementing Odoo Lead Management?

Get a customized quote from our certified Odoo partners.

Benefits of Odoo Lead Management

Faster Response Time

Automated routing ensures leads get immediate attention.

Better Conversion

Lead scoring helps focus efforts on high-potential prospects.

Marketing ROI

Source tracking shows which campaigns generate quality leads.

Data Quality

Duplicate detection keeps your database clean.

Odoo Lead Management Use Cases

Website Lead Capture

Convert website visitors into tracked leads automatically.

All Industries

Trade Show Follow-Up

Import and manage leads from events and conferences.

B2B

Marketing Campaigns

Track and nurture leads from email and ad campaigns.

Marketing

Partner Referrals

Manage leads from channel partners with proper attribution.

Channel Sales

Odoo Lead Management FAQ

Odoo provides embeddable web forms and integrates with website builders. You can also use the API or Zapier for custom integrations.

Capture and Convert More Leads with Odoo

Get expert guidance on implementing Odoo Lead Management for your business. Our certified partners will help you every step of the way.

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