In Odoo 15 we can use some lead generation rules to convert visitors to leads .We can extract information about the visitors of website based on IP addresses

1. Lead Generation &
Lead Rules in Odoo 15
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2. INTRODUCTION
❖ The first step to a potential business deal is a guide that can be described as a lead when a
customer makes an inquiry about the services or goods that the company offers.
❖ These leads can be transformed into a business opportunity for the company. For an
organization to be effective and successful, lead generation and its management are crucial.
❖ Automating the lead/opportunity generation will considerably improve your efficiency. Any
visitor using the contact form on your website will create a lead/opportunity in the pipeline.
❖ In Odoo we can use some lead generation rules to convert visitors to our website into leads.
We can extract information about the visitors of our website based on their IP addresses.

3. ❖ Goto CRM > Configuration > Settings.

4. ❖ Under CRM settings > Visits to Leads > Save your changes.

5. ❖ From Configuration > Visits to Leads Rues

6. ❖ By CREATE button you can create new rules for lead generation.

7. ❖ You can specify the rule details here, countries, states, data tracking etc .

8. ❖ You can specify the industries category, size of the company, sales team, sales
persons, type etc and then SAVE

9. ❖ From Leads/Opportunities smart button we can find the generated Leads/Opportunities by
using this rule.

10. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo 15 Enterprise Book
Check our YouTube channel for functional and technical
videos in Odoo.
Lead Generation & Understanding Lead Rules in Odoo
15 CRM

12. Thank You